The Dodge & Cox Income manager discusses the fund's ongoing rate-risk mitigation, recent reduction in agency mortgages, and non-U.S. dollar-dominated picks.
There are countries that have relatively liquid bond markets and offer a more attractive real rate of interest compared to the United States, says the PIMCO manager.
AQR's Brian Hurst discusses why trend-following strategies have struggled recently and how his firm is positioning its managed futures portfolios to offer investors a smoother ride.
The Brazilian banking oligopoly gives IPO Santander Brasil impressive pricing power, but risks of government intervention remain.
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