In a video interview with Expert Investor Europe’s senior reporter Tjibbe Hoekstra, recorded at EIE’s Pan-European Congress in March, Otter revealed his favourite contrarian bet at the moment: long-duration government bonds.
Fredrik Otter feels too many investors have turned their back to fixed income
Álvaro Peró Gala will be based in the firm’s London office
Strategy will hold a long portfolio with an attractive ESG profile, while shorting companies with a poor ESG profile
Net investment has remained low since the global financial crisis
Morningstar’s Tancrede Fulop analyses how government shake-ups in the UK and France will affect the utilities sector
Impax adds to fixed income range while AUM falls in third quarter update
Study finds fund buyers bullish on fixed income, with less certainty in equity