From a bearish view of German bunds to a sudden surge of interest in Sri Lanka, leading fixed income managers in California are championing diverse and contrarian plays.
In the second part of investment editor Matt Goodburn’s report from California, blockbuster bond managers from PIMCO, Franklin Templeton and Matthews Asia share their strategies.
Featured in this video are:
- Mihir Worah, Scott Mather and Michael Gomez (PIMCO)
- Eric Takaha (Franklin Templeton)
- Teresa Kong (Matthews Asia)
For the first part of Matt's travelogue, which focused on the equity market, please click here.