Lotfi Ben Lazrak, global bonds and currency management product specialist at Amundi, has argued investors should be more willing to take currency risk within portfolios.
Goldman Sachs Asset Management's global fixed income team has reduced exposure to high yield bonds this year due to concerns about valuations.
ING's Annemieke Coldeweijer has cautioned investors not to be bullish on peripheral European debt, warning the tightening in spreads in the asset-backed securities market could cause pain for investors.