Managing rising costs amid myriad macro risks
Outlook for bond markets
Which will evolve and which will wither?
Better off backing a lone manager or a team?
Avoiding mis-timed rate hike
How have they performed this summer?
Investment Week editor Katrina Lloyd talks to Jim Leaviss, head of fixed interest for M&G's mutual fund range, about issues including bond liquidity, the impact of quantitative tightening and global trade wars.
Is it an effective tool?
10-year Treasury yield passes 3%
Leaviss steps back from European bond fund
A sustained increase in wage level rises could be the trigger for the UK interest rate cycle to move upwards, said Jim Leaviss, head of retail fixed interest and global macro bond fund manager at M&G.
Worst currency of G10 nations
Unwinding EU membership is unprecedented
In support of CASCAID
Reduces US dollar exposure
M&G's head of retail fixed interest Jim Leaviss has said it may be time to invest in US inflation protection following the oil-related sell-off seen in recent months.
The growing chance of a party outside the established top three getting a key role in a coalition government is starting to spook managers, as UKIP in particular gains ground ahead of the general election.
THE BIG INTERVIEW
Jim Leaviss, head of retail fixed income at M&G, has removed his short position on the yen in his £688m Global Macro Bond fund following the dramatic sell-off in the Japanese currency.
IS STERLING OVERVALUED?
M&G's co-head of fixed income Jim Leaviss has warned the UK could face losing its AAA rating on 5 December, the day of the Autumn Statement, as the growing budget deficit could force George Osborne to abandon plans for fiscal consolidation.
M&G's Michael Riddell has put 10% of his International Sovereign Bond fund portfolio in Italian government bonds in anticipation of a fresh liquidity injection from the European Central Bank.
The UK is increasingly likely to lose its AAA credit rating - but this may not spell disaster for the domestic bond market, according to M&G's Jim Leaviss.