Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?

James Foster, co-manager, Artemis Monthly Distribution fund Short gilts  Populist policies, particularly in the US, are having inflationary consequences. At the same time, the era of extreme monetary policy is coming to an end. So financial markets are going through a significant transition. Although it may be too soon to call the end of the bull market in bonds, government bond yields are certainly rising. To reflect this, our fund is biased away from longer-dated bonds and has a short position in gilts. Despite higher government bond yields, we think the outlook for credit remai...