Russel Matthews of BlueBay Asset Management
10-year Treasury yields widened to 2.73%
Focus on China and Latin America
ESG factors taken into consideration
Financial markets are heavily distorted by the unprecedented market presence of central banks. Markets have become extremely sensitive to changes in central bank actions.
S&P 500 and Dow Jones both down
Stockmarket is more concentrated
Analysis of bond market movements
Strong recovery in Europe
Treasuries still offer value
Investment Conundrums: Rathbones CIO Chillingworth eyes yield curve inversion in 2018 for equity market peak
Confident China will avoid slowdown
MiFID II deadline passed
Corporate bonds looking attractive
High yield manager
Sergio Trigo Paz is lead manager
Data 'undershoots expectations'
Amid record short positions
Data from TrackInsight
First UK rate rise in decade this month
Will use own 'best-in-class' analysis
Joining as senior portfolio manager
Managed by Damien Buchet
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.