Deep Dive: Opportunities for absolute return bonds to outperform

Shorting will be an advantage

clock • 3 min read

Mark Nash, head of fixed income alternatives at Jupiter Asset Management, dives into absolute return

The post-global financial crisis era was marked by low growth and low inflation, largely due to policymaker errors. Central banks were the only game in town and their stimulus proved very supportive for financial assets. In that falling yield world, economic outcomes were poor but incredibly predictable, as central bank liquidity flowed directly into financial assets.  Since the onset of the Covid pandemic, however, the policymaking landscape has dramatically changed.  Supply chains remain under stress, labour markets are in flux and energy prices are soaring. Fiscal spending is unlik...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Absolute Return

Aviva Investors backs absolute return despite end of GARS and Invesco Global Targeted Returns

Aviva Investors backs absolute return despite end of GARS and Invesco Global Targeted Returns

'Increased client interest'

Valeria Martinez
clock 28 September 2023 • 3 min read
FundCalibre Elite Radar: Artemis Target Return Bond

FundCalibre Elite Radar: Artemis Target Return Bond

‘Target return’

Darius McDermott
clock 21 October 2022 • 4 min read
Deep Dive: Absolute return is not absolutely dead

Deep Dive: Absolute return is not absolutely dead

Four years of consistent sector outflows

Eve Maddock-Jones
clock 02 September 2022 • 5 min read
Trustpilot