David Roberts, head of the fixed income team at Liontrust, discussed the unprecedented central bank response to the Covid-19 crisis as well as the opportunities and challenges in bond markets in a recent video interview with PWM
Fixed Income

Navigating the bond markets in an era of crisis management

Investors warned to tread carefully when venturing into emerging market bonds
Yield-hungry investors spooked by market volatility are eyeing opportunities in emerging market fixed income, which look cheap, but it is important to be selective

Liontrust hunts for returns caused by market anomalies
By taking an active approach to fixed income, investors can cash in on alpha opportunities thrown up by central bank actions

Putting bonds to work in private portfolios
PWM travelled to Frankfurt to meet leading figures in the German asset management and private banking space and discuss the outlook for fixed income

Global Asset Tracker: Low yield world sparks new roles for debt and alternatives
Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification

Should private banks have a licence to kill off bonds?
Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?

Politics and climate shape Franklin Templeton view
Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

London & Capital shifts bond holdings to prepare for growth
Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges

Investors tempted by more exotic fixed income flavours
Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets

Investors re-evaluate bonds in light of negative yields
With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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