As sentiment towards unconstrained bond funds has seen a rise
Hodges, who runs Nomura’s Global Dynamic Bond Fund, outlines his strategy in comparison with peers
Giuseppe Patara explains why he sometimes avoids top-percentile funds and what signs suggest switching to passives
Dublin-domiciled absolute return fund will seek to navigate rising interest rates
Inflows into unconstrained bonds plummet amid concerns about illiquidity in asset class as Swiss asset manager Gam freezes fund
Luxembourg-domiciled Global Fixed Income Opportunities fund seeks to exploit market volatility to offer investors higher returns in return for higher level of risk.
While Danish fund selectors are renowned for being some of the most optimistic in Europe in responding to Expert Investor’s research, their latest sentiment on equities are systematically less positive compared with the European average.
When deciding on an investment strategy the temptation may be to follow the herd where there is safety in numbers, but sometimes it’s better to take the road less travelled.
Leading bond investors issued separate warnings on Friday that the dual tailwinds credit investors have enjoyed in recent years are about to die down.
Unconstrained bond funds have seen almost unconstrained inflows this year, according to Morningstar data. While more than 40% investors in Europe don’t use such funds, those who do invest in them tend to like them a lot.