Three things that threaten safe-haven status of treasuries

In Citywire Selector, Arif Husain, head of international fixed income at T.Rowe Price, explores three reasons why 10-year treasuries can be compromised in today’s environment, and how this has “profound implications for portfolio construction”. Link

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Hold your nerve on EMD, says + rated manager

“A big selloff tends to lead to a quicker recovery”. Rob Drijkoningen, co-head of EMD at Neuberger Berman argues in Citywire Selector, that in this most recent EMD slump, a recovery may be on the horizon. However, he states this rebound could be sharp, meaning investors must “hold their nerve to catch the bounce.” Link

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Bullish US stocks leave rest of the world trailing

In the Financial Times, Witold Bahrke, strategist at Nordea, explains why the ‘dollar nightmare’ will continue for emerging markets, and why the gap between the US and the rest of the world is likely to widen. Link  

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How Mifid II’s second seismic shift is reshaping the trading landscape

Philip Yarrow, CEO of Winterflood Securities examines in the Financial Times how the seismic impacts of MiFID II are unearthing challenges on liquidity transparency and best execution delivery. The introduction of the reporting requirements of Regulatory Technical Standards 28 (RTS 28) means investment firms must demonstrate broker selection procedures and best execution policy as an […]

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Neuberger Berman hires six-strong bond unit from BNP Paribas AM

Neuberger Berman is pushing into European fixed income with a new team. Citywire Selector covers the five portfolio managers and quantitative analyst making the switch from BNP Paribas Asset Management to run several soon-to-be-launched European fixed income funds and strategies.  Link

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Ahead Of The Curve: Resurgence of private capital

How has the world of investments changed since the financial crisis? Neuberger Berman’s head of alternative investments, Anthony Tutrone, argues in IPE that private markets have become larger and more liquid, providing opportunities for institutional investors to step in where banks are withdrawing from lending markets. In comparison, US publicly-owned companies are shrinking and becoming less liquid. […]

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Emerging Market Equities: Resisting a tantrum

Ashburton Investments’ global investment strategist, Arno Lawrenz, argues a potential trade war escalation would be short lived. In IPE, he notes political considerations, especially the November midterm elections, should dampen the US’ enthusiasm for a full blown war.  Link

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