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Fixed Income

Omotunde Lawal, Barings

What does Erdoğan's re-election mean for the Turkish economy?

A shift towards more orthodox policies and less political interference is necessary for there to be a change to investor sentiment towards Turkey 

George Bory, Allspring Global Investments

Bonds are back, says Allspring chief

George Bory, chief fixed income strategist at Allspring Global Investments, says fixed income is once again a welcome component in investors' portfolios as they look to diversify away from volatile equities

Mark Haefele, UBS GWM

Investment outlook 2023: things likely to get worse before they get better

Equity markets could be in for a rough ride this year, although there are opportunities in fixed income and alternatives

Lula

Divided Brazil set for growth

Brazil’s president-elect ‘Lula’ da Silva will take over an economy in decent shape and with a central bank which has been ahead of the curve in the fight against inflation

Polina Kurdyavko, BlueBay Asset Management

New solutions required to address frontier market indebtedness

Frontier markets, especially those in sub-Saharan Africa, could well face be facing a financing crisis unless a policy mix can be found to improve growth prospects and put debt servicing on a sustainable path

My-Linh Ngo, Bluebay AM

Fund industry adapts to increased demand for ESG

Asset managers and regulators have both been keen to show they are in step with sustainability 

David Roberts, Liontrust

Navigating the bond markets in an era of crisis management

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

Thomas Christiansen, UBP

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

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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

Antoine Lesné, SPDR

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

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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