Bonds

The synchronised global recovery may have finally arrived, but that does not mean global bond investors are exempt from challenges in their search for income.

An investment opportunity with unlimited upside potential, but with limited downside risk?

Cielinski joining firm on 1 November

Four key areas of investment focus

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.

Currency also a big risk

Lead manager is Damien Martin

Trends in second quarter this year

After several years of extraordinary central bank intervention intended to provide monetary stimulus to ailing global economies, we are finally transitioning from quantitative easing (QE) to quantitative exit.

This year has seen a continuation in 2016's trend for corporate credit. The European Central Bank (ECB) purchase programme under its quantitative easing policy has pushed corporate credit spreads tighter, starting with high-quality corporate issuers,...