Mark Benstead, fixed income fund manager at LGIM, explains why he believes duration should be 'embraced' within bond portfolios, rather than traded in a bid to produce alpha.
While he admits yields are low and it is understandable there is concern about rising yields in fixed income portfolios, he believes managers should be cautious about following the herd and the endemic...
Investors turn to global equities
Matthew Tillett, senior portfolio manager - UK equities at Allianz Global Investors, examines the pitfalls of investing in technology as well as the benefits.
EM equity funds see redemptions of $1.6bn
Latter stages of the cycle