BONDS
02 Feb 2012 | 09:30
Barings' multi-asset team has bought £350m in Italian government bonds in the expectation European banks will use the ECB's Long Term Recovery Organisation (LTRO) to buy government debt.
Schroders’ Sonja Laud has warned investors are facing a global yield crisis, and she expects cash to flow out of government bonds and into equities in the hunt for dividends.
24 Jan 2012 | 12:30
Ariel Bezalel, manager of the £593m Jupiter Strategic Bond fund, has opened his first ever short position in US treasuries, citing the opportunity for an asymmetric trade as the US economy recovers.
23 Jan 2012 | 14:25
Other news
FEATURES
Ian Spreadbury, senior portfolio manager of the Fidelity Strategic Bond fund, gives his predictions for a challenging year ahead.
Manager plays yield curve and looks for ‘dull’ core holdings in long-standing fund.
Parmeshwar Chadha, manager of the Newton Global High Yield fund, explains why lacklustre economic conditions suit the high-yield asset class.
CONJECTURE
Listen in to our regular debates on all areas of the investment industry, in association with Standard & Poor's. The most recent sees Alec Young, global equity strategist for the US, Europe and Asia, and Julian Chillingworth, chief investment officer at Rathbone discuss the economic outlook. Jon Stapleton, Professional Pensions news editor, chairs.
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