PM’s Questions – 7 April 2017

Being taken for a ride? A stock picker’s tale.
Phil explores the micro side of bond fund management this week, looking at the difficulties faced by car rental companies at a stock level, and the importance of assessing the wider implications for the sector.

PM’s Questions – 2 March 2017

When will the 10-year US Treasury yield be a ‘buy’?

Not yet – explains Phil Milburn in this week’s PM Questions. Because while some things have changed, some definitely haven’t…
Phil also shares his view on how many US rate rises we’ll face this year, and where rates will peak this cycle.