The Big Debate: Fixed Income

Click here to listen to this debate Is it time to rotate between fixed income asset classes? Returns within fixed income asset classes have diverged considerably over the last 12 months, so where should investors be positioned going forward? Emerging market debt has looked a bit expensive and arguably not delivered, so do investors need to discriminate between local currency and sovereign EMD? What opportunities are there in the sector? High yield has had a good run, but again how much mileage is there left in the market? Is there a case for holding US T-bills, UK gilts or other ...