In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.
At the time of purchase, we viewed the US bond market as still offering little value against a background of further monetary tightening by the Federeal Reserve. The big short: Fund managers warn of...
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Politics, policy and perseverance
Industry Voice: Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments, says UK firms which are busy making contingency plans and not waiting for clarity from politicians could prosper, and that going into 2019 there are many undervalued...
Headed up by Penny Kyle