Keep an eye on inflation and deficits

Fund manager comment

Professional Adviser
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The winning themes of 2003 have continued to make the running in the opening weeks of the current ye...

The winning themes of 2003 have continued to make the running in the opening weeks of the current year. Commodities, emerging markets, smaller- and medium-sized companies and technology have all made a firm start, while the more defensive areas have generally made little progress. A similar pattern applies to bond markets, with investors demonstrating a continuing appetite for risk by showing a clear preference for emerging market and high-yield corporate bonds over government bonds. The latter have been held back by concerns over rising issuance and by the realisation that the interest ra...

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