EdenTree’s Katimbo-Mugwanya: Covid-19 spike not priced into bonds

In Investment Week, EdenTree Investment Management’s David Katimbo-Mugwanya shares his outlook for fixed income markets amid the ongoing uncertainty of Covid-19.

“We have definitely been taking opportunities in the high-quality space, rather than the lower quality holdings. In terms of Covid, I do not believe we are out of the woods yet, so we are really positioning in defensive areas where cashflows are more dependable.”