108. How to make money when everyone else is losing it

Mike Riddell and Kacper Brezniak tell us why they believe most strategic bond funds behave like equities. They talk us through how the fund actually managed to make money during the market falls earlier this year, tell us why they like emerging market debt and emerging market currencies, and explain how negative yields on Japanese bonds can turn positive for sterling investors.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.