Analysis

Fixed income experts share views on recent market moves at Investment Week's Strategic Bond Focus.

Aberdeen's head of emerging market debt has halved currency exposure in his fund after emerging currencies failed to deliver the returns he expected in 2013.

Hermes' co-head of credit Fraser Lundie is buying into BB bonds over fears of a ‘race to the bottom' in high yield credit.

ON EMS

ON CHINA

ON ENERGY

Bryn Jones and David Coombs have bought into emerging market debt in the Rathbones Strategic Bond fund for the first time in 12 months after spreads widened significantly during the recent sell-off.

Old Mutual Global Investors' (OMGI) Richard Buxton discusses why the recent market correction was welcome, and why UK growth could falter later this year if global growth scares are echoed in this country.

Equity markets around the globe are near - or at - record highs, with sentiment remaining positive, but Chris Wyllie at Iveagh argues investors need to be prepared for a setback after such a strong run.

Nordea's recently launched strategic bond fund has a 70% allocation to high yield bonds in a bid to emphasise credit exposure and minimise interest rate risk.