Canada Life Investments' David Arnaud has expanded an overweight position in sterling-denominated bonds within his Global Bond fund, in a bid to capture gains from the confirmation of a Brexit deal before the end of 2018.
Arnaud, who co-manages the £241m LF Canlife Global Bond fund alongside Kshitij Sinha, said the move is a "tactical short-term call" as the team attempts to "pre-empt positive market movement" as he anticipates...
Industry Voice: Here are key takeaways from our 2019 Asset Allocation Outlook on how we are positioning asset allocation portfolios in light of our outlook for the global economy and markets.
More thought and selectivity required from investors
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Clarke replacing Balkham