Financial Adviser (FA) recently published a Fixed Income Survey, in association with AXA Investment Managers. The results found that 51% of the 176 advisers surveyed with investment provisions said that they are very likely to recommend a bond fund to their clients over the next 12 months. Nearly 36% answered ‘potentially’ compared to just over 13% who said they were not at all likely to do so.
The survey showed that 58% of the respondents prefer to invest in bonds as part of a diversified portfolio while 42% are looking for more cautious investment vehicles following the political and market volatility in 2016. It was therefore understandable that 84.7% of the advisers were very likely or potentially likely to invest in short duration bonds as part of a blended portfolio*.
You can read the full report and interview with Nicolas Trindade, Fund Manager of the AXA Sterling Credit Short Duration Bond Fund here.
*Source Financial Adviser survey, February 2017. Survey results are based on the responses from 176 financial advisers and wealth managers.