Co-manager John Pattullo lifts the lid on the strategies used on the Henderson Diversified Income investment company.
The manager also gives his views on whether the 30-year bond bull market is coming to an end, and why some investors have been underweight fixed income for so long.
£44bn committed to sector over five years
Key points from Hammond's 'balanced' Budget
No stamp duty on homes under £300,000
Second Budget this year
Rises in-line with CPI