Fixed Income
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Asset AllocationIn this environment 'you should embrace risk’
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CreditTurbo-charged economic recovery creates ‘sweet spot’ for credit
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Video WatchFidelity’s head of macro questions market positivity on vaccine news
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Fixed IncomeThe return of foreigners to the SA bond market
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Video WatchLong on bonds: Three names to know as China becomes a bond giant
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VideoLong on bonds: Three names to know as China becomes a bond giant
20 November 2020, 03:30
WATCH: A closer look at the fund managers blazing a trail in this increasingly important area for fixed income investors.
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Fund manager views
Six PMs on what Biden means for tech, infrastructure, ESG and beyond
19 November 2020, 04:15
With the president-elect setting out his agenda, investors outline their expectations for several key sectors.
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Emerging Markets
Shopping for growth: Where rated EM equity managers are finding bargains
17 November 2020, 04:00
The emerging consumer remains an unstoppable trend. Citywire talks to equity fund managers about the new themes fuelling the latest chapter in the story and the sectors that stand to benefit.
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Esg
The only months in 2020 when non-ESG securities outperformed ESG
12 November 2020, 03:45
Research by Fidelity highlights how equities and bonds have fared in the most challenging nine months of the year.
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Fixed Income
Why Matrix does not currently hold corporate credit in its fixed income portfolios
11 November 2020, 04:30
The fund manager is prioritising liquidity.
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Fixed Income
How volatility and performance in 2020 accelerated institutional adoption of fixed income ETFs
11 November 2020, 04:15
BlackRock's Brett Olson explains how fixed income ETFs played a valuable role during the worst of the market volatility in 2020.
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Fixed Income
What role does ESG play in SA fixed income?
10 November 2020, 04:30
How should fund managers be incorporating ESG considerations into their portfolios?
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Fixed Income
Long on bonds: The two managers hitting the heights in EMD hard currency
09 November 2020, 03:45
WATCH: Citywire Research uncovers a pair of developing world debt experts proving their worth in a turbulent market.
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Markets
You can’t price all SA assets off the weak macro environment
05 November 2020, 04:30
The Old Mutual Investment Group makes the argument for a more nuanced appreciation of the South African opportunity set.
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Asset Allocation
The under-appreciated performance of flexible funds
04 November 2020, 04:30
The top-performing flexible funds outperform the best equity funds over all time periods.
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Analysis
A higher hurdle for local asset allocators
04 November 2020, 04:00
Paul Marais from NFB Asset Management looks at why it is difficult for South African asset allocators to look beyond the yields available in local government bonds.
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podcast
Dancing with defaults: Inside EM debt's restructuring struggle
02 November 2020, 03:45
LISTEN: The latest EM Insider podcast lifts the lid on how Argentina manage to undo all of its good work and why Venezuela is looking more complex than ever.
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Etf
How ETFs are opening new windows into the US market
02 November 2020, 03:45
Lyxor’s head of ETF research and solutions, Vincent Denoiseux, outlines the latest passive trends tapping opportunities in North America.
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Us Election
Ready for a US election curveball? Where top selectors stand
30 October 2020, 04:15
LONG READ: Predicting who will be the next US president is hard enough, but gauging the market’s reaction is another game entirely.
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Macroeconomics
Does the mini budget change anything for asset allocators?
28 October 2020, 19:24
Four economists give their views on what asset allocators should be thinking about following the MTBS presented by Finance Minister Tito Mboweni.
