In the second of a special Big Question, fund managers discuss their fixed income exposure in light of inflationary fears.
Click here for part one Emma du Haney. senior fixed income specialist, Insight Investment Overweight US inflation The majority of our strategies have flexible mandates to accommodate for moves in inflation. For example, some are able to adopt a low or negative duration stance to mitigate the effects of rising interest rates by central banks and take inflation-linked positions to gain exposure to real rates. This also extends to implementing short nominal positions to capture changes in breakeven inflation rates. Moreover, we take a global approach that allows us to adjust ...
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