Data 'undershoots expectations'
Amid record short positions
First UK rate rise in decade this month
With the global tide of the central bank stimulus injection soon to turn, only a few segments of the fixed income universe have enough spread cushion to absorb the shift to a post-QE era.
Mike Count, senior fund manager at Canada Life Investments, asks if the strong run in corporate credit can continue and outlines the investment case for insurance bonds, which have been left behind in this rally.