Bonds

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Why investors must avoid 'naive diversification'

'Ruling out any investment is intellectually lazy'

With over €1trn of euro area debt maturing in one year paying a negative yield, Thomas Samson, portfolio manager at Muzinich & Co, analyses the options for bonds investors in Europe

Kevin Corrigan, head of fundamental fixed income at Lombard Odier Investment Managers, says the conventional approach to bond investment can act against the interests of investors. Is it time for a new approach?

Changes in real interest rates have taken investors into uncharted waters in recent years. Janus' Bill Gross asks where they will go from here.

Chris Higham, bond fund manager at Aviva Investors, has argued the market is overly focused on interest rate movements, and investors should look more closely at other policy decisions.

Escaping the debt trap

Lawrence Gosling with head of fixed income Rod Davidson