Neuberger Berman's Jon Jonsson (pictured), senior portfolio manager of the $155m Global Bond Absolute Return fund explains why he has not reduced his short position in German bunds despite the recent sell-off.
While the yields on German government bonds have backed up significantly since the lows in April, a trade we were positioned for and strongly profited from, I do not think the pressure on the bund is at...
Publishes consultation paper
Exploring the effects of shake-up
More emphasis on corporate governance and responsibility
quality growth equity and long-duration bonds dominate