The losses underscore the extra risk in the longest-maturity bonds if the economy recovers faster than investors expect...
Manulife Asset Management favors Indonesian, Philippine and Brazilian local currency corporate bonds.
Either bond investors are underestimating inflation, or Japanese deflation looms.
Although risk is growing, UBS Investment Management believes the U.S. economy will struggle on without actually slipping into negative growth. UBS is still favouring credit sensitive sectors for the incremental income they offer compared with the Treasury agency sector. According to UBS’s September fixed income update, the attractiveness of bonds is having an abrasive effect […]
The relationships between stock and bond returns have proved difficult to pin down, however, let alone understand.
From Advisor.ca.
Did plan sponsors benefit from adding bond strategies in 2009?
High-quality corporates looking frothy.
Coverage of the 2010 Global Investment Conference.
The answer lies somewhere in between.