Schroder GAIA Global Macro Bond


Old Mutual’s John Ventre

“Traditional, long-only, bond investment has benefited from some very big tailwinds: falling interest rates and declining credit spreads. The environment has changed: with opportunity cost now so low, the hurdle for an absolute return style currency and rates manager is also low and that’s enabled us to allocate to a fairly new fund from a manager we’ve known and respected for a long time: Schroder GAIA Global Macro Bond run by Bob Jolly.”

Click here for Elizabeth Savage’s aggressive pick