Bonds

Favours EMD to mitigate rising rates

Rising 'negative inflation' a systemic risk

In June 2016, immediately before the Brexit referendum, a curious thing happened.

AUM has grown to $2bn in a year

Increasing cash allocations

The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.

When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.

Pair of bond funds launched last year

Managed by Simon Bond

Seeing stretched valuations in bonds