Five ways to insulate against interest rate risk

While recent speculation around interest rate hikes spell trouble for bonds and certain sections of the equity market, some investments have been shown to be better insulated than others. Portfolio Adviser examines five funds – managed by Neuberger Berman’s Jon Jonsson, T. Rowe Price’s Scott Berg, Ardevora’s Jeremy Lang, Hermes’s Fraser Lundie, and Evenlode Income respectively – that could soften the […]

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LDI: heading to safety

Liability driven investment strategies account for a massive slice of pension fund assets and the market is still growing. Redington’s David Bennett speaks to Portfolio Institutional about where LDI can go from here.

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Inside view: A caring home with fixed income

Care homes appeal to people on few, if any, levels. But John Godden of Montreux Capital Management urges investors to look at the demographically driven sector as an alternative to fixed income. 

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Six reasons to own tighter European high yield

There does not seem to be much juice left in European high yield at first glance. However, Jon Jonsson, manager of the Neuberger Berman Global Bond Absolute Return Fund, argues the case for allocation to European high yield bonds is much stronger than it looks. Here, he outlines six reasons to be optimistic about European high yield.

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