As central bank decisions continue to impact bond markets, Tim Haywood, an investment director and business unit head for fixed income at GAM, continues to find value.
Haywood, who with Daniel Sheard is co-manager of the GAM Star Absolute Return Bond fund, which was launched in April this year, says one theme he is currently pursuing is on valuation of government bonds. "Two markets are overvalued based on economic activity not being quite as bad as the bond markets indicate. Those are the US an
The week on Risk.net, August 4–10Receive this by email