Sanlam FOUR manager Craig Veysey is increasing his exposure to the US in his Strategic Bond fund in light of President Trump's tax reforms.
Veysey (pictured) has 19% allocated to US Treasuries, out of a total exposure to government bonds of 25%, and a further 8% in US credit positions, both of which he said he is looking to increase further...
Long-term growth area
Round-up of diversity coverage
Top five holdings make up 45%
Central banks in tight position in case of downturn
Going against the grain