The era of easy money may continue for another two years despite US Federal Reserve chairman Ben Bernanke's 'bombshell' announcement last month, according to Fidelity's Ian Spreadbury.
Emerging market debt suffered its worst weekly sell-off for nearly two years in June, as investors reduced local currency exposure in anticipation of a rising dollar.
A sign that the great sell-off in bonds could be imminent was seen this week after yields on Treasury Inflation Protected Securities (Tips) turned positive.
Schroders has expanded its fixed income team with the appointment of Bogdan Popovici from US fund group Wellington Management.
Japan could be the next economy to default as its debt levels are unsustainable, according to Roger Webb, investment director on the credit team at Scottish Widows Investment Partnership (SWIP).
Kames Capital has hired Scott Fleming as fund manager on its fixed income team to focus on exotic bond analysis.
Albemarle Street Partners has compiled a buy list of 100 funds using its new screening tool ‘Alpha Quest', creating a rival to popular lists of funds already in the market.
The prospect of a sell-off in both equities and bonds, akin to that seen in 1994, is a "very real concern", according to Ruffer investment directors Hamish Baillie and Steve Russell.