Bond

Todd Youngberg, Global Investment Director – Fixed Income and Head of High Yield Investments at Aviva Investors, provides his views on the outlook for high yield bonds and the opportunities that the asset class has to offer.

The Total Return Fund said not to hold any government paper since the end of February...

Bill Gross, Nassim Taleb and Jim O’Neill believe T-notes could post losses comparable or even worse than those seen in 1994 due to the FED policy...

Last year’s key call was to spot the indebtedness of peripheral European governments and go underweight quickly. Those who did prospered all year, but in January of this year they got a nasty shock as peripheral spreads came rattling in and peripheral financials bounced...

This is often the argument put forward to deal with the debt ! The acceleration in inflation would iron out all the root causes of the crisis or even make them disappear, the economy then suddenly regaining its lost virtues.