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JPMAM to close five fixed maturity bond funds

23 July 2014 | By Gary Jackson

JP Morgan Asset Management plans to close five fixed maturity bond funds following a narrowing of their investment universes.

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Asset allocation: Brewin Dolphin looks to sell down US and UK equities

22 July 2014 | By Sam Macdonald

Brewin Dolphin head of research Guy Foster says noises coming from the respective governments of rising inflation will force a sale of holdings

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High-yield funds hit by biggest outflow in a year after Yellen comments

21 July 2014 | By Gary Jackson

Fund investors have pulled back from high-yield bond funds after Federal Reserve chair Janet Yellen warned on valuations in the asset class.

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Legg Mason unveils Brandywine global credit fund

17 July 2014 | By Jon Yarker

Fund is a Dublin-domiciled version of a pre-existing US fund. 

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S&W hires Anderson to run Fixed Interest trust

16 July 2014 | By Pamela Morris

John Anderson previously managed the JPM Sterling Corporate Bond fund up until July of last year.

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Yellen warns of 'stretched' valuations in social media and biotech

16 July 2014 | By Pamela Morris

The Fed chairman also cautioned over valuations and issuance in high yield debt as well as the leveraged loan market.

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Allianz GI boosts emerging market debt team

14 July 2014 | By Pamela Morris

The firm has made a series of senior appointments to its growing emerging market debt team.

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Ignis credit head Chris Bowie departs

11 July 2014 | By Gary Jackson

Ignis Asset Management head of credit Chris Bowie has left the group following its acquisition by Standard Life Investments.

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Are growing strategic bond funds losing their nimbleness?

11 July 2014 | By Jon Yarker

Are the popular and growing strategic bond funds in danger of becoming their own worst enemy?

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JPMAM’s Stephanie Flanders: Early rate rise could threaten ‘unloved’ rally

9 July 2014 | By Gary Jackson

Investors should have a “modest” bias towards risk assets over the second half of the year but they should be aware that rates could rise sooner than the market expects.

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Asset allocation: Morningstar's game is slow burn rather than slam dunk

7 July 2014 | By Michael Berry

Stretched valuations mean there are no “slam dunk” areas of investment success, Morningstar OBSR Managed Portfolios says.

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Ian Spreadbury: Seven ways Fidelity Strategic Bond is balancing risk and reward

7 July 2014 | By Gary Jackson

Investors should reassess the risk with their fixed income portfolios, according to Fidelity Strategic Bond manager Ian Spreadbury, as trends in the market show signs of shifting.

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JPMAM bolsters fixed income team

7 July 2014 | By Gary Jackson

JP Morgan Asset Management has appointed Maria Ryan as EMEA head of fixed income strategies and made a senior hire for her team.

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New Goldman Sachs fund takes aim at European high yield

3 July 2014 | By Gary Jackson

Goldman Sachs Asset Management has launched a fund targeting opportunities in the European high yield space.

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Goldman Sachs launches trio of multi-asset funds

2 July 2014 | By Gary Jackson

Goldman Sachs Asset Management has launched a three-strong range of multi-asset funds aiming to preserve, enhance and create wealth.

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Ashmore unveils short duration emerging market debt fund

2 July 2014 | By Gary Jackson

Ashmore has launched a short duration emerging market debt fund for Alexis De Mones, aiming at investors concerned by the likelihood of rising interest rates.

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Aviva Investors unveils GARS-rivalling outcome-oriented range

1 July 2014 | By Gary Jackson

Aviva Investors has launched the Aviva Investors Multi-Strategy Target Return fund, the first offering in its new outcome-oriented fund range.

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BNY launches Ucits mirror of absolute return fund

30 June 2014 | By Jon Yarker

The BNY Mellon Absolute Insight fund will be managed by BNY Mellon subsidiary Insight Investment.

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Brewin Dolphin’s three safer income ideas

30 June 2014 | By Gary Jackson

Global markets have continued their rise in recent months after Federal Reserve chair Janet Yellen reiterated her dovish stance and the European Central Bank unveiled its reflationary package of measures.

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Aviva Investors continues move away from crowded bond trade

30 June 2014 | By Jon Yarker

Fund manager Nick Samouilhan is keen to avoid what he now sees as a crowded trade in corporate bonds and high yield

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Neuberger Berman unveils European high yield bond fund

30 June 2014 | By Jon Yarker

The Neuberger Berman European High Yield Bond fund will be managed by recent hire Andrew Wilmont.

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Fund size warnings: Which funds are least correlated to sector giants?

27 June 2014 | By Gary Jackson

A study of 516 UK equity funds by CBS pensions division The Pensions Institute concluded large funds tend to underperform small funds

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Extra Isa allowance: Three funds to add to portfolios?

25 June 2014 | By Gary Jackson

Some investors could be looking for new funds for their portfolios on 1 July, when the Isa tax-free limit rises to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget.

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Is now the time to launch a corporate bond fund?

23 June 2014 | By Michael Berry

Threadneedle unveiled a gtlobal corporate bond fund last week, but with yields at historic lows is it poor - or perfect - timing?

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L&G hires Axa’s Benstead for senior portfolio manager role

18 June 2014 | By Jon Yarker

From 7 July, Mark Benstead will work within the firm’s UK credit team.

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Swiss firm launches 'unconventional' Oyster European bond fund

18 June 2014 | By Michael Berry

The Luxembourg-domiciled Oyster Flexible Credit Sicav will buy into devalued securities and use hedging to change market exposure in different economic cycles.

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Threadneedle launches global corporate bond Sicav

18 June 2014 | By Michael Berry

Threadneedle’s corporate bond manager Alasdair Ross is going global for the first time in a new fund.

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Fed considers exit fees on bond funds

17 June 2014 | By Sam Macdonald

Officials in the US are concerned bond funds are akin to “shadow banks”.

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Ashmore's Dehn: A decade of global change approaches

16 June 2014 | By Michael Berry

While low inflation is expected in the US until mid-2016, Dehn expects inflation to then pick up and push the country back into a period of negative real interest rates for up to a decade.

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Looking under the bonnet of convertibles

13 June 2014 | By Jon Yarker

As fund managers slash their duration, lower their ratings criteria for bonds and consider different types of debt, convertibles have experienced a surge in popularity

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F&C appoints Bell and de Bruin to Macro Global Bond fund

11 June 2014 | By Jon Yarker

Managers replacing Paul Thursby and Peter Geike-Cobb, who are leaving the firm.

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Will this apparent market calm prove illusory?

11 June 2014 | By Gary Jackson

The low volatility being seen across most asset classes may not last as none of the factors supporting this stability can be taken for granted, according to a leading macroeconomic research firm.

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JPMAM launches flexible income fund for Pallai and Norelli

10 June 2014 | By Gary Jackson

JP Morgan Asset Management has unveiled an income fund for Matthew Pallai and Andrew Norelli.

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The balanced funds achieving consistent outperformance

10 June 2014 | By Gary Jackson

Three funds in the IMA Mixed Investment 40-85% Shares sector delivered consistent top-quartile performance since 2007, according to Fundweb research.

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Miton Strategic Portfolio’s place on buylists goes under the spotlight

10 June 2014 | By Gary Jackson

Martin Gray’s departure from Miton Group has led analysts to reconsider his Miton Strategic Portfolio’s place on their recommendation lists, with one already removing the fund.

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EMD funds see record inflows ahead of ECB rate move

9 June 2014 | By Gary Jackson

Investors poured money into emerging market debt funds last week as expectation of the European Central Bank’s monetary easing sent them in search of higher-yielding markets.

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GAM to acquire asset-backed specialist ahead of fund launch

6 June 2014 | By Pamela Morris

Singleterry Mansley Asset Management specialises in mortgage and asset-backed securities.

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Pictet unveils short-dated EM corporate bond fund

4 June 2014 | By Pamela Morris

The Luxembourg-domiciled Ucits fund will be managed by Alain-Nsiona Defise.

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Gross' Pimco Total Return Bond hit by $4bn outflows in May

4 June 2014 | By Pamela Morris

The overall size of the world’s largest bond fund, Pimco Total Return Bond, has shrunk to $229bn as redemptions continued in May.

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How are bond fund managers preparing for rate hikes?

28 May 2014 | By Jon Yarker

How will these fund managers be preparing their portfolios for the eventual rise of interest rates?


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