City Financial's Graham Glass explains where value can be found in fixed income markets in 2012.
Mainstream investors can remember when many of the largest countries in the emerging world experienced bouts of volatility, elevated borrowing costs, currency devaluations, high political risk and episodes of default.
Schroders' Sonja Laud has warned investors are facing a global yield crisis, and she expects cash to flow out of government bonds and into equities in the hunt for dividends.
OMAM's Christine Johnson explains why low growth and gradual disinflation will be good for fixed cashflows, and what this means for corporate bond investors.
Ariel Bezalel, manager of the £593m Jupiter Strategic Bond fund, has opened his first ever short position in US treasuries, citing the opportunity for an asymmetric trade as the US economy recovers.
US treasuries have seen their worst start to a year since 2003 as investors grow more confident over the strength of the US and global economies.