Beyond general information of the Funds, the portfolio reports offer a strategic overview on the latest performance.

It seems that politicians and central bankers returning from their summer holidays are taking care to ensurethat investors won’t get bored in the autumn. Very significant steps have been taken recently in three regions tostimulate the economy through monetary easing or economic development measures. While central banks havetended to take the lead role in the eurozone and the US, in China it is the government that has seized the initiative –as is its custom.

The summer’s over and both investors and bond issuers’ financial managers are back from theirholidays, with new bond issues following in quick succession around the world, and of course in Europetoo. We’ve picked the best of these, presenting a few of the more interesting transactions. But first a briefmarket update.

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