In the first of a two part series, managers reveal the plays that have contributed to their performance since January.
Franklin Templeton Investments' Michael Hasenstab has boosted exposure to Hungary in the $60bn Templeton Global Bond fund, meaning the overall company is likely to hold more than 10% of the country's government debt.
AXA IM manager Julian Thompson has questioned the findings of a McKinsey study which suggests a ‘funding gap' may reshape global markets over the next decade.
Victoria Harling has joined Investec Asset Management to co-manage its Emerging Markets Corporate Debt fund alongside Peter Eerdmans.