Bullish on Bonds

In this week’s podcast we speak to Jenna Barnard and John Patullo, managers of the Janus Henderson Preference & Bond Fund about their successful contrarian positioning in the credit and sovereign bond markets. At a time when the conventional wisdom suggests that bonds would perform badly we ask the pair how they were confident enough to add interest rate risk to portfolios as well as covering the debate over whether inflation is structural or transitory and whether the credit markets are offering opportunities after a really strong run.