Manager warns of US government bond bubble
Those investors still gobbling up US government bonds as a nice defensive investment could be in for a nasty surprise, according to James Montier, a member of GMO’s asset allocation team. Speaking at...
View ArticleClik here to view.
SocGen poll unearths more EM bulls in July
These are not the best of times for emerging markets but some investors don't seem too perturbed. According to Societe Generale, almost half the clients it surveys in its monthly snap poll of...
View ArticleClik here to view.
GUEST BLOG: Is Your Global Bond Fund Riskier than You Thought?
This is a guest post from Douglas J. Peebles, Head of Fixed Income at AllianceBernstein. The piece reflects his own opinion and is not endorsed by Reuters. The views expressed do not constitute...
View ArticleClik here to view.
Emerging corporate debt tips the scales
Time was when investing in emerging markets meant buying dollar bonds issued by developing countries' governments. How old fashioned. These days it's more about emerging corporate bonds, if the...
View ArticleClik here to view.
Survival of the fattest?
Is there room only for the biggest, most aggressively-marketed funds in crisis-hit Europe? Europe's ten best-selling funds have attracted nearly a third of net sales across bonds, equity and mixed...
View ArticleClik here to view.
And the winner is — frontier market bonds
Global Investing has commented before on how strongly the world's riskiest bonds -- from the so-called frontier markets such as Mongolia, Nigeria and Guatemala -- have performed. NEXGEM, the frontier...
View ArticleClik here to view.
What flows out, must flow in?
Much has been made of the flows into U.S. equities this month. Funds have rolled out the red carpet for a record $11.3 billion or so in net inflows over the first two weeks of the year, more when you...
View ArticleClik here to view.
Clearing a way to Russian bonds
Russian debt finally became Euroclearable today. What that means is foreign investors buying Russian domestic rouble bonds will be able to process them through Belgian clearing house Euroclear, which...
View ArticleClik here to view.
Rotation schmotation
We're at risk of labouring this point, but there has been some more evidence that this year's equity rally has not been spurred by a shift away from fixed income. The latest data from our corporate...
View ArticleClik here to view.
Hedge fund boss Baha sees gold at $3,000-$5,000
Christian Baha, the head of Austrian fund firm Superfund and representative of the hedge fund industry in Oliver Stone movie Wall Street 2: Money Never Sleeps, is predicting that the gold price could...
View Article
