We believe that there are two types of bond bear market, writes Andrew Clarke, fund manager - fixed income at Sarasin & Partners.
The 40-year bull market ended over a year ago
'Part of the Washington swamp'
With the global tide of the central bank stimulus injection soon to turn, only a few segments of the fixed income universe have enough spread cushion to absorb the shift to a post-QE era.
The synchronised global recovery may have finally arrived, but that does not mean global bond investors are exempt from challenges in their search for income.
Cielinski joining firm on 1 November
Four key areas of investment focus
Mike Count, senior fund manager at Canada Life Investments, asks if the strong run in corporate credit can continue and outlines the investment case for insurance bonds, which have been left behind in this rally.