Stratton Street have a long history of managing money in the bond space, having conviction in their positioning and relying on experience / fundamental process to navigate difficult environments, the 2013 Taper Tantrum and subsequent years being a good example. Recognising that we are in a different environment today - Andy Seaman, the firm's CIO, explains why as a firm we believe the best place to be positioned is at the long-end in high grade bonds.
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