bonds Archives - B2B Central

23 Jan 2025

The two key risks facing investors

By Staff Writer

By: Johanna Kyrklund, Group Chief Investment Officer at Schroders More resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration, says Johanna Kyrklund, Group Chief Investment Officer at Schroders. In the middle of 2024, my mantra was “don’t overthink it”: positive nominal growth and interest rate cuts were supportive of equity markets,...

26 May 2023

Why the Fed still matters

By Staff Writer

Ian Scott, Head of Fixed Income at Momentum Investments, discusses the impact of the Fed's actions on global markets and SA's economy, highlighting opportunities in fixed income markets.

17 May 2023

Navigating political risk: Investors react to South Africa's perceived support for Russia

By Timothy Rangongo

US ambassador's allegations increase sanctions risk for SA, causing rand slump and R2030 bond yield increase. Impact on capital markets.

25 Nov 2022

Mission inflation: protection protocol

By Staff Writer

Investors are diversifying into EM fixed-income ETFs and high-yield ETFs, in search of higher and more resilient yield overall.

03 Jun 2022

Bonds offer an attractive alternative to cash

By Staff Writer

At M&G Investments, we are overweight SA bonds in our multi-asset portfolios compared to other fixed-income assets and are convinced that this remains the best positioning for lower-risk investors.

30 Mar 2022

The relentless March of rates

By Staff Writer

Old Mutual Wealth Investment Strategist Izak Odendaal discusses the upward march of Interest rates, with 23 central banks across the globe having raised rates so far in March, notably including the US Federal Reserve and the South African Reserve Bank.

25 Mar 2022

Macroscope: Taking a dynamic approach to inflation

By Staff Writer

Ninety One Strategist Sahil Mahtani highlights some of the challenges of the current inflation regime and why an active approach is more likely to benefit portfolios.