If you plan to invest US fixed-income assets with Aberdeen Asset Management, don't expect a forecast on sector allocation. The Philadelphia-based portfolio managers don't plan to buy corporate bonds today and mortgages tomorrow. They don't care whether financials or utilities are hot. Instead, they look at every security with fresh eyes each time it is offered to them and evaluate from scratch whether it's worth a buy.
"We focus on choosing individual bonds without thinking too much about ove
The week on Risk.net, July 7-13, 2018Receive this by email