FTFM
Resources
Principal content
Bumpy ride ahead for all bonds
Fixed income investors are becoming more wary, particularly of sovereign debt, but demand for good quality corporate bonds should remain strong
Why Greece changes everything
Some are saying government bonds could be the next subprime
Patchy progress in UK on private debt
Pension funds have cash but lending it is a complicated business
Faith repaid with better credit quality
There is growing interest from fixed-income investors in emerging, rather than developed economies. Risk is priced in and the countries’ strong growth means problems can be overcome quicker
Yield to risk ratio is still attractive
Emerging market sovereign bonds have become remarkably popular among investors
Money funds remain key despite the exodus
Money market funds remain key as sources of liquidity and low risk, despite a continued investor exodus primarily from American retail investors
Supply pressures play big part in driving the market
Performance has been surprisingly impressive in index-linked bonds when you consider the climate of low growth and deflationary pressures
Convertibles spring back to life
The convertible bonds market is likely to continue to provide enticing opportunities
Financials may increase the flow of paper
Compared with the liquidity rush of 2009, the supply of corporate paper has slowed, and a number of issues have been shelved
Revolution in the cosy world of bonds
The LSE’s move to introduce electronic trading could shake up the bond market, but many traders are sceptical that the trade could ever become that liquid and centralised


