Bonds have had a stellar year so far as expectations of monetary policy have flipped dramatically more dovish. Not all bond fund managers have been able to capture that move, much to the frustration of their clients.
Our guests in this podcast John Patullo and Jenna Barnard of Janus Henderson Investors have been in the right place so far this year so we ask them where the right place is to be going forwards. And where the opportunities are.
On today’s podcast it will be Guy, John and Jenna.