Aviva Investors' Vokins on why he has cut exposure to US credit
Rise in anti-globalisation sentiment
James Vokins of Aviva Investors
The fixed income market is now entering uncertain waters as rates rise globally and central banks unwind the accommodative policies pursued since the global financial crisis.
US credit appears especially vulnerable in the short term and we have reduced our exposure there, preferring euro and sterling corporate debt. Foreign ownership of US credit reached staggeringly high...
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