UK - Schemes should steer clear of UK government bonds if they want to maintain the real value of their capital and secure a positive real income, AXA Investment Managers warns.
Fixed income chief investment officer Chris Iggo (pictured) said the prevailing wisdom in the UK seems to be that higher inflation is better than higher interest rates - even though consumer price inflation...
Addressing ESG risks has typically been easier in equities but there are many ways to do it in fixed income and LDI portfolios, writes Stephanie Baxter
Covid-19 has led to a collapse in real yields, creating a double-whammy for schemes of falling returns and increasing liabilities. James Macdonald asks if CoCo bonds can provide an opportunity for schemes in such an environment.
The global economy has rebounded from the lows reached in March and April but momentum has waned as rising cases of COVID-19 have forced some regions to once again restrict activity. Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, discusses whether credit markets can remain immune to the economic fragility.
As governments across the world seek to rebuild their shattered economies, they have announced significant spending plans to generate growth.