Investment Week talks to managers from our recent Funds to Watch conference about how their funds are positioned as we move into a 'post-Brexit' era, and where the best opportunities and key risks lie for investors in their part of the market.
Mike Riddell fund manager, Allianz Strategic Bond fund The Brexit referendum created some superb opportunities in global fixed income and the Allianz Strategic Bond fund has been very quick to take advantage with its global unconstrained approach. Markets could change quickly, however, coming out of the referendum and into the second half of 2016, the fund is what I would call 'long risk' overall. It has significant overweight exposures to credit and peripheral government bonds, overweight inflation-linked bonds, and bullish currencies like the Mexican peso and Australian dollar. Th...
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