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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

AA-rated manager: why the market is wrong on Fed rates

BlueBay’s Russel Matthews says he is betting the market is wrong on the amount of Fed rate hikes.

ECB is not taking inflation targets seriously, says Pimco’s Balls

Andrew Balls says inflation is low but stable across Europe and investors should take care not to get trapped in local markets.

European investors bolster bonds as flows jump

Investors push money into bond strategies and pull money out of Spain.

Fixed income chief: don’t forget about LatAm

Banque de Luxembourg’s Jean-Philippe Donge says he is still positive on Brazil.

Columbia Threadneedle’s currency chief exits

Department head ends six-year stint with AM firm, Citywire Selector can reveal.

AB’s Taylor: why Italian debt is attractive

Alliance Bernstein’s John Taylor says Italian sovereign offer cheap yet enticing returns compared to the rest of Europe.