Following the consensus is often not the best way to navigate bond markets, argues David Ennett. Investors need an active, flexible fixed-income strategy that seeks opportunity where returns are emerging, not where the herd is already gathered
Cuts do not happen in 'domestic vacuum'
Putting current market moves into perspective
Taking advantage of opportunities from "short-term market dislocations"
CIO Shane Balkham buoyed by opportunities in Japan
Unconventional monetary policy
Difficulty in finding attractively priced bonds