Four bond managers on duration, peripheral debt and EMs

Four bond managers on duration, peripheral debt and EMs

clock • 6 min read

Fund managers reveal how they are preparing for looming interest rate rises, and where they are still finding value.

The fund managers below were speaking at Investment Week's recent Bond Focus Event. For more information on our Bond Breakfast Briefing in September click here.   Ben Pakenham, senior investment manager, Aberdeen Global - Select Euro High Yield Bond fund  We went into the second half of the year underweight duration (2.8 years versus 3.8 years for the market) and overweight credit spread. We achieved this by being overweight Bs and underweight BBs, but also through a large overweight to shorter dated maturities.  As well as reducing sensitivity to government bonds, it also allow...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

What does a new PM and chancellor mean for investments?

What does a new PM and chancellor mean for investments?

'What is important is what happens over the long term'

Jasper Thornton Boelman
clock 23 July 2026 • 4 min read
SJP rebrands global equity income fund and reduces charges

SJP rebrands global equity income fund and reduces charges

Appoints Acadian as investment adviser

Patrick Brusnahan
clock 22 July 2026 • 1 min read
Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

'Bonds should not be doing all the defensive work'

Will Dickson
clock 09 July 2026 • 4 min read