Liontrust's new Global Strategic Bond fund will avoid corporate bonds and favour emerging market government debt and currencies.
Fixed income remains popular with investors despite a very recent shift towards equities, but which bonds currently pose the greatest risk to investors?
The SWIP Absolute Return Bond fund received a significant boost in Q4 from exposure to the European periphery, such as Italy and Spain.
Fixed income managers are turning more positive on bank debt after regulators announced they will allow banks to hold a broader range of corporate bonds as a capital buffer.
M&G's Mike Riddell has sold out of his position in 5- and 7-year Italian government bonds ahead of a possible sell-off following the country's general election.
2012 was a mixed year for markets, with developed market equities recovering from a summer sell-off to make marginal gains, while some segments of the property and bond markets outperformed.
Psigma's chief investment officer Tom Becket outlines his five core investment themes for the next five years, with uncorrelated yield and emerging market growth featuring on his list of priorities.