Inside the Turnaround for Bond Funds

The video discusses a global investment strategy focusing on foreign currencies and yield curves, highlighting the impact of a weak dollar. It covers the increase in corporate exposure within the fund, addressing risks and valuations. The discussion includes investing in UK banks amid Brexit concerns, emphasizing a medium-term view. The role of central banks in asset prices and risk is examined, along with strategies for navigating potential market collapses. Finally, the video explores the outlook on commodities and credit spreads, considering factors like China and Fed interest rates.

How did the weak dollar in the first quarter benefit the fund?

What factors influenced the decision to increase corporate exposure in the fund?

What is the outlook for UK bank bonds in light of Brexit concerns?

What are the potential risks associated with central banks pushing investors along the risk curve?

What is the significance of corporate spreads in the current economic environment?