How are strategic bond managers positioned for 2016?

Morgan Stanley and Baillie Gifford discuss

Fund managers presenting at Investment Week's recent Strategic Bond Briefing explain where they are finding opportunities in the fixed income space.

  Richard Ford, managing director and head of European fixed income, Morgan Stanley IM How do you seek to preserve capital in your fixed income portfolios? In the Global Fixed Income Opportunities fund we aim to generate a return of 5% per annum. Diversification of risk is a way to preserve capital, so we seek to own a broad range of asset classes within fixed income. Moves, M&A and model portfolios: Highlights from the wealth sector in Q1 In addition, we add positions to the portfolio (such as currency positions) that have value in their own right, but also may act as hedges. A...