We recently took a high-level view of the Sterling Strategic Bond sector, and have since received a sack full of requests to delve deeper, in terms of how the sector has navigated credit quality and duration.
M&G’s Jim Leaviss on three decades in bonds: ‘An incredible puzzle’, scary times and embracing the arts
Average three-year returns for the sector (to end April 2024) were -2.64%, but vary considerably by quartile: from 7.42% to negative 13.62%.
Credit spectrum
Prior to the 2022 spike in inflation, yields were wafer thin, so managers were compelled to move down the credit spe…
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