|
In this video, Andrew talks about the main drivers of bond performance in 2014 and why most investors got it wrong; and where opportunities are in 2015, including in the oil sector and the emerging markets.
Click here to watch part two, in which he talks about the impact of Fed rate rises on a strategic bond fund.
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
