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Why bond investors are buying JGBs for the first time
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Why bond investors are buying JGBs for the first time
Despite 30 years investing in bond markets, Nedgroup Global Strategic Bond fund manager David Roberts (pictured) has never seen much value in Japan. Things have changed in recent months, however. With yields spiking, the former Liontrust head of global bonds is buying long-dated Japanese government bonds for the first time in his career. He says the recent movements in the JGB market are reminiscent of the 2022 gilts crisis that followed the UK’…
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