Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not.
It is widely assumed that government bonds are inherently ‘safe’ investments but this assumption is no longer so reliable.
In a market where every asset class seems to be at the mercy of volatility, investors are left wondering if there are any real safe havens anymore.
This article outlines why a relative value approach is a compelling alternative to traditional fixed income investing.
Following the sharp sell-off in Q4 2018, credit markets globally have performed strongly in 2019. Having seen a big dip, followed by a quick rebound, how are we now left?
Hedonic adaptation is a psychology term that describes the human tendency of reverting to a relatively stable or ‘normal’ state following either positive or negative life changes.
Despite bond yields in many markets getting vanishingly low, inflows to bond funds globally have actually accelerated this year.
With yield chasing capital flooding back into credit markets and pushing up bond prices, the behaviour of corporate bonds is changing.
The Hive is a video series featuring ActiveX fund managers. ActiveX’s Sam Morris and Ardea IM discuss the latest trends in fixed income and what investors should be considering.
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.