Fixed Income
At the European Investment Conference, Jochen Felsenheimer of XAIA Investments explained that high yield was no place for long-only buy and hold investors. But is any investment safe from financial Armageddon?
Philippa Malmgren, president and founder of DRPM Group, calls for investment professionals to return geopolitics to the forefront of the landscape at the 2015 CFA Institute Middle East Investment Conference in Kuwait.
Steven Major, CFA, global head of fixed-income research at HSBC, explained that a year ago his team was criticised for predicting long term government yields 1% lower than market consensus. He wished he had been wrong, but today, the term premium on long-end US bonds is negative.
James Montier combines vivid imagery with blunt commentary on investor behavior, and the markets have given him a lot to talk about.
Investor survey: 84% more cautious today about credit ratings than seven years ago.
Volker Nienhaus sees Islamic law's restrictions on interest-bearing instruments and speculative practices as an opportunity to establish a competitive advantage.
Africa has 15% of the world's population but controls less than 3% of global GDP. A trio of investment pros make the case that as Africa catches up opportunities will abound for investors.
Since taking on the role of chief executive at the UK’s new Financial Conduct Authority, Martin Wheatley has been outspoken about implementing new reforms in the financial sector.
European Investment Conference speaker Charles Robertson of Renaissance Capital explains where Africa's GDP will be by the year 2050.
Debt is back with a vengeance — thanks to record-low interest rates and excess liquidity. Nowhere is that more apparent than in Asia’s high-yield debt market.