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...In December the FT reported that Pimco’s chief investment officer believed the UK was at risk of a serious economic downturn and that he had been running larger than usual bets on gilts....
...The rosy forecasts have “just been tossed out the window,” said Greg Peters, co-chief investment officer at PGIM Fixed Income....
...Mark Dowding, chief investment officer at RBC BlueBay Asset Management, said the impact of any intervention would be expensive and temporary....
...“The path for rate cuts in Europe is clearer than in the US,” said Bob Michele, chief investment officer and global head of fixed income at JPMorgan Asset Management....
...Andrew Balls, Pimco’s chief investment officer for global fixed income, said the market pricing of 3.6 per cent was higher than his expectations of terminal rates....
...“As a concept, credit-backed gilt repo is really exactly the same as having credit-backed swaps,” said Simeon Willis, chief investment officer at consultancy XPS Pensions....
...Mark Dowding, chief investment officer at RBC BlueBay Asset Management, said: “All of this has a negative influence on UK public finances — it feeds back into politics....
...“It’s looking increasingly likely that we will end up with a short and shallow rate cutting cycle this time around,” said Mark Dowding, chief investment officer at RBC BlueBay Asset Management, who argued...
...Adam Dodds, chief executive officer and founder at Freetrade, said these securities offer “a great cash management option for investors”. How do they compare with NS&I?...
...“Investment grade sterling credit is arguably the most desirable liquid investment for a pension scheme,” said Simeon Willis, chief investment officer at XPS Pensions Group, owing to its “additional return...
...“I would anticipate that some of the frothiness around rate cuts will start to fade in the new year,” said Greg Peters, co-chief investment officer at PGIM Fixed Income....
...Mary-Therese Barton, chief investment officer for fixed income at Pictet Asset Management, said she expected a continued convergence of eurozone borrowing costs this year owing to the “collectivity of risk...
...Mark Dowding, chief investment officer at RBC BlueBay Asset Management, said he would be surprised if the GPP ended at “much more than a tenth or at most a quarter”....
...“Bond markets like it — the estimate had been for $114bn but we are only getting $112bn, and in a fiscal world with little to cheer about, that’ll do,” said Jim Leaviss, chief investment officer of public...
...Mark Dowding, chief investment officer at BlueBay fixed income, said the US reading could be stronger than the market expects....
...“The unsustainability of the fiscal framework is probably the biggest factor in driving this fear of bonds,” says Jim Cielinski, chief investment officer for fixed income at Janus Henderson....
...“This has been painful for some market participants,” said Bob Michele, chief investment officer and global head of fixed income at JPMorgan Asset Management....
...Solita Marcelli, chief investment officer for the Americas at UBS Wealth Management, said: “The meeting underlines our view that the Fed is likely done tightening and that markets had become too aggressive...
...“Investors have always worried about government debt and it’s never been a problem, but this time it feels like it’s for real,” said Jim Leaviss, chief investment officer of public fixed income at M&G Investments...
...“We’ve seen this extraordinary level of issuance and little sign that there will be any fiscal reining in as we look ahead,” said Andrew McCaffery, chief investment officer at Fidelity International....
...“It feels like the market is anticipating a modification to yield curve control and is starting to price that already,” said Jim Leaviss, chief investment officer for public fixed income at M&G....
...“I’m not sure how realistic it is in the current context of where rates and yields are at the end of the day,” said Pilar Gomez Bravo, co-chief investment officer for fixed income at MFS Investment Management...
...stay high . . . the negative impact on demand for euro and dollar bonds could be significant, as we could witness a strong repatriation of investments to Japan,” said Vincent Mortier, chief investment officer...
...The strike resulted in approximately 95,000 fewer cars and trucks being built, and a $1.1bn hit to adjusted operating earnings, chief financial officer Paul Jacobson said....
...forecasts at their next quarterly monetary policy meeting . . . this may serve as a prelude to the BoJ declaring victory over deflation and scrapping yield curve control,” said Mark Dowding, chief investment officer...
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