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Top bond manager attacks ‘Kamikaze Keynesianism’

Skagen bond manager Torgeir Høien is steering well clear of both Japanese and German government debt as he believes emerging market economies offer much better real rates of return.

Speaking to Citywire Global at the Skagen New Year’s Conference in London, Høien, who runs the Skagen Tellus fund, also branded the current economic policies pursued by new Japanese Prime Minister Shinzo Abe as ‘Kamikaze Keynesianism’.

The Skagen Tellus fund has returned 27.46% in the past three years. Over the same period its Citywire benchmark, the Citigroup WGBI TR USD, rose 23.73%.


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