Bond managers: How we are positioned moving into second half of 2016

Following Investment Week's recent fixed income briefing in Edinburgh, three speakers from the event reveal how they are navigating the post-Brexit environment and where the best opportunities are this year.

Alex Ralph, co-manager, Artemis High Income and Artemis Strategic Bond funds What do you identify as the major risks for bond investors in the current environment? Clearly, the Brexit vote has increased the risks faced by the global economy. Consumer spending and investment in the UK both seem certain to slow. The fall in sterling will increase inflation. The UK economy is flexible and can adapt given time but the speed will depend on what can be negotiated with the remaining EU block. Ultimately, we believe the UK will remain in the EEA which should enable the economy to recover qui...