John Pattullo, Co-Head of Retail Fixed Income, takes a look at the new sharing economy and its disruptive influence on economic participants. For bond investors, the ramifications are particularly interesting as the sharing economy looks set to exert deflationary forces, which lends support to the view that interest rates could stay lower for longer.
Up until the middle of April, fixed income markets have performed well with strong returns across the board. Jenna Barnard, Co-manager of the Strategic Bond Fund, talks about the surprising convergence in returns, sharing her outlook for the market and where pockets of opportunity lie.
There is an interesting debate going on in the world of fixed income currently: is high yield credit a cyclical asset class or a structural growth story? John Pattullo, Head of Retail Fixed Income shares his views.
Our philosophy is to invest in core companies in core countries. While the growth outlook looks anaemic in many European countries, we are very selective as to whom, in which industry, and in which country we lend our investors’ capital.
John Pattullo, Head of Retail Fixed Income, takes an illuminating look at the factors that are hampering growth and why inflation is relatively contained considering the abundance of central bank monetary easing.
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