There are clear reasons why strategic bonds funds have not participated in the 'duration party' of recent years. But, asks The Adviser Centre's head of investment research Gill Hutchison, shouldn't investors expect them to be, well, more strategic?
Judged by relative performance alone, investors could be forgiven for feeling a little disappointed with their strategic bond funds. Over one, three and five years, the sector average performance is behind...
Retail companies could exceed expectations
Debt has become the opioid crisis of the global economy.
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.