Peripheral Europe economies are diverging and investors should think of Spanish and Italian sovereigns as a rate trade, not a credit play, explains Carmignac's Sandra Crowl.
The golden age of exceptionally low bond volatility is drawing to a close, and investors would be wise to lock in any handsome profits before monetary policy shifts, explains Lombard Odier's Grant Peterkin.
With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.
The next financial crisis will be sparked by the rise of giant daily dealing bond funds and ETFs, GLG's top performing fixed income manager Jon Mawby has warned.
Lloyds Bank's Charlie Diebel has joined Aviva Investors as head of rates strategy.
Super-size me: The risk of going too big in bonds
Fund managers are urging caution following a dramatic week for investors, saying the traditional strategy of buying on market falls may no longer make sense.
Former Legal & General (L&G) head of high alpha fixed income Dickie Hodges is to join Nomura Asset Management as he returns to the industry, Investment Week can reveal.