Fixed income markets have faced challenging conditions of late. The belief that the US Federal Reserve may raise rates this year led to a re-pricing at the more interest rate-sensitive, longer maturity end of many bond markets. Henderson’s Fixed Income team had, however, broadly repositioned in anticipation and portfolios tended to benefit as a result. In this video, Phil Apel, Head of Fixed Income, looks at the market backdrop, while Stephen Thariyan, Global Head of Credit, and Colin Fleury, Head of Secured Credit, explain where they have found value in the corporate bond and secured credit space.
Unconstrained Bond Fund holdings referenced: BP 0.17%, Total 0% and Shell 0%.
