Since the beginning of September, there has been some repricing of bond yields, as the recent European Central Bank and the Bank of England policy meetings have been viewed as more hawkish by both the markets and investors alike.
We then have to add to the mix the fact that the US Federal Reserve announced it will embark on its balance sheet reduction programme later this month. The move in the underlying government bond curves...
High conviction approach
Effective from mid-July
Managers who have 'seen it all'
Decision expected 20 June
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