Defensive Harte warns on UK inflationary pressures

Barings' Global Bond manager uses top-down scenario forecasting to generate returns

Colin Harte is head of the fixed income scenario team at Baring Asset Management. He has run the £179m Global Bond trust since 2002 and the £127m Global Absolute Return bond fund since 2004. He joined Barings as a senior investment manager in 2000 from Norwich Union, where he was head of international fixed income and a member of the asset allocation committee. Here, he explains why he is taking an anti-consensus view on duration and believes inflationary pressures are set to grow. Bond markets have seen some dislocation over the past few years from the effects of quantitative easi...