Market Views: How a Trump win impacts US and Asian bonds
The surprise election of Donald Trump caused a wave of widening, tightening and widening of 10-year Treasuries. Will his re-election be a boon for bonds? Four experts offer their views.
Fixed income
The great rotation from fixed income to equities is yet to occur. But the future of the asset class is up for debate as the Federal Reserve looks to taper its QE programme.
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Fund managers get more bullish on equities and economy
Global managers believe the economy will improve, but are diversifying their stocks over rising concerns about tech values, said the latest BoA Merrill Global Fund Manager Survey.
UK insurer Resolution Life eyes Asian bonds
The firm's director of asset management sees Asian debt as a good post-Covid opportunistic play, but Spanish insurer Mapfre is put off by weakening Asian currencies.
China’s talk of dumping US debt “not a serious threat”
Beijing is seen as highly unlikely to rush to offload US Treasuries for a number of reasons, despite mounting tensions between the US and China.
Uneven recovery creates dispersed opportunities in resilient Asian bond market
Asian US dollar bonds have not only withstood the worst of the Covid-19 volatility so far but have come out as attractive as ever – offering investors opportunities to pick value at various points of the yield curve.
Asian fixed income continues the resurgence
Asian bonds have staged a credible comeback. But can their momentum continue?
