Fixed Income  

The Guide: Fixed Income

  • Gain an understanding over how fixed income markets have acted this year and what factors will affect prices and yields in the future
  • Comprehend the different types of fixed income instruments and where opportunities might lie given the current environment
  • Grasp how the regulation of asset managers is affecting investing in fixed income funds
CPD
Approx.60min

Introduction

Fixed income markets have not fared as poorly as many had expected in 2017. 

Analysts, strategists and even bond managers lined up at the end of last year to provide opinions on how far yields would rise. But six months on, anyone geared up for a bear market was positioned incorrectly.

The yield rises witnessed in the second half of 2016 were supposed to mark the end of the bond bull market, though year to date yields across almost all fixed income markets have fallen.

So what happens now? How will bond markets react for the rest of the year, and what factors should bond investors be following to make sure their allocation is safe and protected? Do bonds retain their diversifying characteristic?

As central banks gear up to loosen policy, are there some aspects of the bond market that could benefit? And could regulatory pressures on asset managers find their way into meddling with bond funds?

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Which two factors have kept yield curve flats in 2017, according to Chris Iggo?

  2. Why were there expectations for the spread between government and corporate bonds to rise?

  3. According to Didier Saint-Georges, what is an important risk factor when investing in emerging market debt?

  4. What is Esma seeking to do to aid the security of fund assets?

  5. What is changing to become beneficial for bank debt, according to Jon Mawby?

  6. What 'real risk' should be considered when selecting a financial stock to lend to?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Gain an understanding over how fixed income markets have acted this year and what factors will affect prices and yields in the future
  • Comprehend the different types of fixed income instruments and where opportunities might lie given the current environment
  • Grasp how the regulation of asset managers is affecting investing in fixed income funds

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