Election to be held on 23 April
Witold Bahrke, senior strategist at Nordea Asset Management, discusses how sustainable the recent stockmarket rally is and what is in store for bonds.
Making US long-dated bonds attractive
In a financial world where pundits continue writing their articles, blogs and analysis about an equity correction or a bond market crunch, would-be investors could be forgiven for keeping their cash in non-yielding bank accounts and accepting the eroding...
Forecast global productivity slowdown
'Investors need to tread carefully'
Five factors influencing negative rates
Current institute predicts three to four more hikes in 2017
Retailers next at risk
Expansion of fixed income capabilities
'Take some chips off the table'
More risks in UK than Europe
European political fears are overstated
Unwinding EU membership is unprecedented
In the second of a special Big Question, fund managers discuss their fixed income exposure in light of inflationary fears.
Almost a decade after the global financial crisis, investors continue to contend with slow global economic growth.
Gross initially claimed PIMCO owed $200m
Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
Expect nuanced performance
Keeping duration under two years
Room for sector outperformance
Hands funds to co-managers
Managed by Schulten and Wills
For first time since cutting it in 2016