In Conversation September 2023

RATHBONE STRATEGIC BOND FUND

Manager Bryn Jones explains how his fund has been faring and outlines some of the strategies that have helped returns. These include: cutting back exposure to more cyclical businesses; exploiting differences in global interest rate dynamics; and ‘truffle hunting’ in high yield. Bryn believes interest rates could plateau after they peak and believes bond markets could stay volatile as many investors are still hoping for rate cuts next year.