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The changing nature of fixed income

As the fixed income asset class undergoes rapid change and the opportunity set expands, unconstrained bond funds have become popular. But as this article examines, with that expanded opportunity set comes new considerations including a wider risk/return spectrum among managers.   Trends in the global investment universe tend to come around every six months or […]
Amanda WhiteAugust 29, 2014
Investor Profile

Better beta bets pay off for UTAM

The $6.6 billion University of Toronto Asset Management made some significant active tilts last year resulting in the return on the university’s main portfolio exceeding target return by about 10 per cent. Amanda White spoke to president and chief executive, Bill Moriarty.   Last year was a reasonably easy environment in which to make better […]
Amanda WhiteApril 16, 2014
Uncategorised posts

Are there enough credit opportunities to go around?

Investors are all talking about the same thing –that alpha will come from selective opportunities and implementation techniques within sectors, and the next year will be less about strategic or beta bets. Specifically credit opportunities remain front and centre of the collective investors’ radar. Managers, it turns out, are all also talking about the same […]
Amanda WhiteApril 11, 2014
Emerging Markets

AP2 extends metrics to emerging markets debt

Swedish buffer fund AP2 is investigating a move from traditional market cap-weighted benchmarks for its fixed-income portfolio to using other metrics, such as fiscal sustainability or GDP weights, the fund’s chief investment strategist Tomas Franzen says. The 216.6-billion Swedish krona ($30.9 billion) fund has more than 36 per cent of its portfolio in investment-grade fixed […]
SAM RILEYJuly 18, 2012
Uncategorised posts

Credit to be the 2012 honeypot: Mercer

Investments in credit will be a hive of activity this year as the role of banks in lending continues to fall and investors make decisions about the place of sovereign debt in their portfolios, according to Mercer. The consultant, which has outlined economic and financial challenges for investors in 2012, says the scarcity of credit, […]
Amanda WhiteJanuary 25, 2012
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