Asia - Finding value in Fixed Income - April 2023

Fixed Income

Region:

Asia

The top performers chart for the past year is dominated by emerging markets and high yield bond funds. The period takes in many of the precipitous falls in the fixed income markets through 2022 as rates rose aggressively to combat soaring inflation, as well as the rally and subsequent volatility of this year.

High yield was aided by being short duration as rates increased, while many emerging markets funds were able to profit from the falling US dollar.

We have scoured all of the fixed income funds available to Hong Kong and Singapore investors to identify the best 20 performers over the past 12 months. Here are the results:
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Editor’s Letter

Higher bond yields attract investors

With higher yields, fixed income is back on the radar, but risks remain.

What the Credit Suisse Coco wipeout means for AT1 bonds

Will investors maintain faith in the bonds after taking a $17bn hit in the forced Swiss marriage?

A New Bond Cycle is Dawning: Is Your Portfolio Positioned to Benefit?

With a multi-sector and flexible mandate, the PIMCO Income Strategy is set to benefit from buoyant bond markets, volatility and a weakening economy.

Fund selectors seek refuge in quality

Where asset allocators are finding opportunities in choppy fixed income markets

Making an impact with fixed income

The market for publicly traded bonds that provide intentional, direct and measurable social and/or environmental impact has evolved significantly.

Scouring the credit spectrum

Caution remains king, but some investors are finding higher yields without dialling up risk

Talking fixed income

BNP Paribas Wealth Management’s Shafali Sachdev and UBP’s Norman Villamin on emerging market bonds

Investing for a new dawn

‘’Be like water’’, a legendary man once said, which highlights his approach to his art and life and the importance of being flexible, adaptable and open to change. No more is this approach more important than in today’s markets, where uncertainty and volatility is the order of the day. Richard Woolnough, fund manager at M&G Investments, explains why a flexible approach to fixed income investing is warranted at this juncture, and where he sees value across the government and corporate bond markets.

Identifying the Chinese property bond winners

Beaten down sector is throwing up opportunities for the brave

Talking fixed income

Nomura’s Gareth Nicholson and HSBC’s Fan Cheuk Wan discuss emerging market exposure

ESG bonds bounce back

Investors are betting on sustainable bonds to recover, backed by rising demand and regulatory pressures

The top bond funds over one year

Identifying the top performers through last year’s volatility

Editor’s Letter

Higher bond yields attract investors

With higher yields, fixed income is back on the radar, but risks remain.

What the Credit Suisse Coco wipeout means for AT1 bonds

Will investors maintain faith in the bonds after taking a $17bn hit in the forced Swiss marriage?

A New Bond Cycle is Dawning: Is Your Portfolio Positioned to Benefit?

With a multi-sector and flexible mandate, the PIMCO Income Strategy is set to benefit from buoyant bond markets, volatility and a weakening economy.

Fund selectors seek refuge in quality

Where asset allocators are finding opportunities in choppy fixed income markets

Making an impact with fixed income

The market for publicly traded bonds that provide intentional, direct and measurable social and/or environmental impact has evolved significantly.

Scouring the credit spectrum

Caution remains king, but some investors are finding higher yields without dialling up risk

Talking fixed income

BNP Paribas Wealth Management’s Shafali Sachdev and UBP’s Norman Villamin on emerging market bonds

Investing for a new dawn

‘’Be like water’’, a legendary man once said, which highlights his approach to his art and life and the importance of being flexible, adaptable and open to change. No more is this approach more important than in today’s markets, where uncertainty and volatility is the order of the day. Richard Woolnough, fund manager at M&G Investments, explains why a flexible approach to fixed income investing is warranted at this juncture, and where he sees value across the government and corporate bond markets.

Identifying the Chinese property bond winners

Beaten down sector is throwing up opportunities for the brave

Talking fixed income

Nomura’s Gareth Nicholson and HSBC’s Fan Cheuk Wan discuss emerging market exposure

ESG bonds bounce back

Investors are betting on sustainable bonds to recover, backed by rising demand and regulatory pressures

The top bond funds over one year

Identifying the top performers through last year’s volatility

Editor’s Letter

Higher bond yields attract investors

With higher yields, fixed income is back on the radar, but risks remain.

What the Credit Suisse Coco wipeout means for AT1 bonds

Will investors maintain faith in the bonds after taking a $17bn hit in the forced Swiss marriage?

A New Bond Cycle is Dawning: Is Your Portfolio Positioned to Benefit?

With a multi-sector and flexible mandate, the PIMCO Income Strategy is set to benefit from buoyant bond markets, volatility and a weakening economy.

Fund selectors seek refuge in quality

Where asset allocators are finding opportunities in choppy fixed income markets

Making an impact with fixed income

The market for publicly traded bonds that provide intentional, direct and measurable social and/or environmental impact has evolved significantly.

Scouring the credit spectrum

Caution remains king, but some investors are finding higher yields without dialling up risk

Talking fixed income

BNP Paribas Wealth Management’s Shafali Sachdev and UBP’s Norman Villamin on emerging market bonds

Investing for a new dawn

‘’Be like water’’, a legendary man once said, which highlights his approach to his art and life and the importance of being flexible, adaptable and open to change. No more is this approach more important than in today’s markets, where uncertainty and volatility is the order of the day. Richard Woolnough, fund manager at M&G Investments, explains why a flexible approach to fixed income investing is warranted at this juncture, and where he sees value across the government and corporate bond markets.

Identifying the Chinese property bond winners

Beaten down sector is throwing up opportunities for the brave

Talking fixed income

Nomura’s Gareth Nicholson and HSBC’s Fan Cheuk Wan discuss emerging market exposure

ESG bonds bounce back

Investors are betting on sustainable bonds to recover, backed by rising demand and regulatory pressures

The top bond funds over one year

Identifying the top performers through last year’s volatility

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