NDR Fixed Income Allocation Strategy February 2021 Update
The NDR Fixed Income Allocation Strategy entered the month with aggressive positioning. Both Emerging Markets and U.S. High Yield received large overweight allocations. None of EM's macro, fundamental, technical, or behavioral indicators were bearish at the start of the month. Click the link below to read more about the strategy's positioning.
NDR Fixed Income Allocation Strategy July 2023 Update
BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update
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C8 Weekly Bulletin: The asset class ‘du jour’ – corporate bonds!
BY JON WEBB
The latest Financial Times opinion piece 'The Long View' flags investor interest in an exciting new asset class – not crypto, not AI-driven stocks… but newly higher-yielding corporate bonds! January data on ETF inflows certainly underlined the revived US investor appetite for fixed income with overall inflows running slightly of those into equities. Amid this constructive backdrop, USD and EUR corporate bond markets begin 2023 on a robust note.
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C8 Weekly Bulletin: Return to Income
BY ROBERT MINIKIN
Whilst the New Year's recovery in stock markets has grabbed much of the headlines, we also note that last year's fixed income sell-off has created opportunities in income products. This week we illustrate this using C8 Studio, with income-generating indices from Vettafi.
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