Over the past year, global bond markets have been buffeted by a storm of political and macro headlines: the pace and timing of US Federal Reserve rate hikes; Brexit; China slowdown concerns; Italian referendum; oil markets and key elections in Europe...
Managers from Investment Week's Edinburgh Fixed Income Briefing discuss the opportunities and risks for the asset class.
Mark Benstead, fixed income fund manager at LGIM, explains why he believes duration should be 'embraced' within bond portfolios, rather than traded in a bid to produce alpha.
Region offering 'compelling valuations'
It may seem strange to consider emerging markets a potential safe haven, but arguably that is now the view of many of those looking to mitigate the political uncertainties in Europe and the US.
Election to be held on 23 April
Witold Bahrke, senior strategist at Nordea Asset Management, discusses how sustainable the recent stockmarket rally is and what is in store for bonds.