bond investors

bond investors: Big Funds bet the ‘anything but bonds’ trade is poised to end

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bond investors: Big Funds bet the ‘anything but bonds’ trade is poised to end

Big US bond investors have been aggressively shifting money into long-dated notes, betting that the unloved asset class will be one of the winners from eventual interest rate cuts. The largest 20 mutual fund managers in the US have increased duration over the past two months as yields climbed, according to research by JPMorgan Chase … Read more

From BlackRock to Pimco, bond investors bet Fed hiking is over

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From BlackRock to Pimco, bond investors bet Fed hiking is over

For the first time since the Federal Reserve started raising interest rates almost 18 months ago, the labor market is showing enough cracks to embolden some of the world’s largest bond investors to bet that the tightening cycle is finally ending. A spate of slowing employment metrics this week, crowned by Friday’s August payrolls report, … Read more