Venezuelan bond soars above mounting chaos of shortages

Venezuela’s foreign reserves are on course to run dry by next year – yet investors in the country’s short-term government-backed debt are laughing all the way to the bank.The Financial Times speaks to Jeff Kalinowski, emerging markets debt specialist at T Rowe Price, about the Venezuelan bond surge.

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4 niche trades fixed income managers are playing

Macro headwinds may have led to an upsurge in volatility – but for Hermes’s Fraser Lundie, T. Rowe Price’s Stephane Fertat, Neuberger Berman’s Jon Jonsson and Stenham’s Tim Beck, it is also throwing up opportunities.

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Where to find value and growth in China today

In this Alpha Sight update, Charlie Awdry, portfolio manager at Henderson Global Investors, discusses the areas he is still finding attractive in China following the strong run for the country’s equity markets in 2015.

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US fracking for a UK stock picker?

SWMC’s Brian Cullen is often asked how much value there really is in meeting companies face-to-face. In this opinion feature for Investment Europe, he explains why meeting with US competitors and US subsidiaries of UK companies is so beneficial.

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One to Watch: An uncorrelated, long/short outperformer

Absolute return managers are typically bought for their defensive characteristics, but not all are running low-risk products. FE Alpha Manager Barry Norris, managing the FP Argonaut Absolute Return fund, is a case in point, writes FE Trustnet’s Joshua Ausden.

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