Fixed income sector has further to go in this cycle say managers

In this week’s Conjecture our panel discuss whether this fixed income cycle is different from the norm and how managers are positioning themselves going forward. The panel also examine changes in ratings. This week’s panel comprises Bryn Jones, manager of Rathbones Ethical Bond fund; Mike Zelouf, head of international business at Western Asset Management; and James Mashiter, lead analyst from Standard & Poor’s Fund Services. One of the interesting things about fixed income in this economic cycle is it feels like the sector has a lot further to go. Normally there is a fairly short rall...