The world’s largest asset manager is bullish on US equities but underweight long-duration US treasuries and investment grade credit.

The post BlackRock doubles down on US equity overweight appeared first on Fund Selector Asia.

Strong fundamentals support US high yield bonds, according to AXA IM's portfolio manager Robert Houle.

The post AXA IM’s Houle: US HY still attractive despite tight spreads appeared first on Fund Selector Asia.

The fund manager believes a wave of downgrades is looming as economic conditions weaken, creating an ideal time for a fallen angel strategy.

The post BNY Investments launches fallen angel fund in Hong Kong appeared first on Fund Selector Asia.

FSA compares the Axa Global High Yield Bonds fund and the Barings Global High Yield Bond fund.

The post HEAD-TO-HEAD: Axa versus Barings appeared first on Fund Selector Asia.

With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.

The post Invesco: Higher for longer extends runway for leveraged loan outperformance appeared first on Fund Selector Asia.

The wealth manager's confidence in global high yield and global EM equities has lowered.

The post St. James’s Place updates asset allocations amid ‘soft landing’ base case appeared first on Fund Selector Asia.

Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.

The post Barings’ Schauer: Refinancing fears are overblown appeared first on Fund Selector Asia.

The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.

The post Nuveen backs high yield bonds appeared first on Fund Selector Asia.

The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.

The post Man Group: US bond yields are high, but valuations aren’t cheap appeared first on Fund Selector Asia.

FSA highlights five bond funds over $5bn in size that posted double digit gains in 2023

The post Five bond fund giants up double digits in 2023 appeared first on Fund Selector Asia.