Aviva Investors的Fraser Lundie认为，尽管波动性增加且收益率上升，套利交易仍能为债券投资者承担大部分重任。
Fraser Lundie from Aviva Investors thinks the carry trade can do much of the heavy lifting for bond investors despite increased volatility and rising yields.
他还预计，由于美元走弱，新兴市场货币将成为固定收益领域最强劲的机会之一。
He also expects emerging market currencies to be one of the strongest opportunities in fixed income due to a weaker U.S. dollar.