rethink China debt in an GEM allocation
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.
Credit
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Is this the end of the road for credit
As we enter 2014‚ spread levels across developed credit markets are tighter than they have been since the third quarter of 2007 showing the extent to which spreads have now retraced since the global financial crisis.
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Schroders launches EURO Credit Conviction fund
Schroder tackles eurozone 'sweet spot' by launching its EURO Credit Conviction Fund.
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FCA doubles its remit in 2014
The Financial Conduct Authority is expecting a significant rise in the number of regulated firms next year as it takes over from the Office of Fair Trading as watchdog of the consumer credit market next year.
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Psigma City launch Euro High Yield fund
Psigma Investment Management has joined forces with City Financial to launch a European high Yield Credit Opportunities fund.
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haywood convertibles over credit
The weakest fixed income assets in 2013 have been emerging market bonds however unless they default – which we see as unlikely – we expect this asset class to pro¬vide the biggest boost to fund performance in the next few years, merely by redeeming in full just as PIIGS bonds did in 2013.
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Why Hanson is backing equities and high yield
Tristan Hanson, Ashburton’s head of asset allocation, runs through his outlook for 2014, and why he’s backing equities and high yield to deliver next year.
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Theo Zemek to exit Axa IM
Theo Zemek will be leaving Axa Investment Managers at the end of the year with Barclays John Porter taking the reins as global head of fixed income.
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Is high yield still a good investment
Having rallied strongly over the last four years, high yield debt is at a crossroads, writes Bryn Jones, Head of Fixed Income Research, Rathbone Unit Trust Management.
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survive china credit crunch
China’s debt has has alomost trebled in the past five years, to $23trn, leading to a dangerous financial burden that could bring about its very own credit crunch.
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Apel named Henderson head of fixed income
Henderson has appointed Phil Apel head of fixed income, handing the credit expert responsibility for its £18.3bn global fixed income franchise and a team of roughly 60 people based in the UK and US.
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Co-op investors face a five year profit wait
It will take roughly five years before the Co-op Bank has returned to profitability, it has emerged, even with a further £1.5bn pumped into its balance sheet and a plan to cut its branches significantly.