Archive | Fixed Interest

Pilar Gomez-Bravo

How to select assets in a world of choices

This wide-ranging interview with Pilar Gomez-Bravo, Director of Fixed Income at MFS Investment Management, covers the role of active management, the low rate environment, portfolio creation and asset class correlations.

bond investors

Unwinding is warning of late stages of boom

Market fundamentals are pointing toward an era of high volatility and lower returns, which have not been factored into current prices. Better to wait till there is blood in the streets rather than be fully invested.

gold and cash as safe havens

Are bank deposits and gold safe havens?

Continuing our look at ‘safe havens’, gold and bank deposits are often considered alternatives to ‘risky’ shares. How have they performed in times of stress, and do they rate as long-term investments at other times?

active fixed interest

Why the times suit active fixed interest

With the 35-year bull market in bonds coming to an end, passive fixed interest portfolios are at the mercy of the index’s high levels of interest rate risk and compositional skew towards low return investments.

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