Government bond downside risks now outweigh upside risks, says WesternJoe MarshMay 2, 2010With government bond yields now more likely to rise than fall, investors will need to focus on both yields and credit spreads, says product specialist Mike Story.
Nikko AM focuses on higher-yielding currenciesJoe MarshMar 15, 2010Investors should diversify away from developed-market government bond markets, says Charles Beazley of Nikko Asset Management.
Robeco bearish on government bonds and property, mixed on JapanJoe MarshJan 6, 2010Review/outlook series: Robeco's Asia chief investment officer, Arnout van Rijn, is positive on the energy and IT sectors, and China.
Threadneedle still finds value in government bondsRita Raagas De RamosMay 13, 2009The fund house believes target/absolute return strategies are ideal for this market environment.