Just as stock investors often turn to bond-proxies in a bid to bolster their portfolios, one fixed-income fund manager is leaning toward equity-correlated securities to protect hers from the specter of inflation. For M&G Investments Eva Sun-Wai that means exposure to Norway and Italy in her $246 million global government bond fund, as well as Asian local debt as inflation is more subdued in that region. While she sees the inflation threat as transient, she wants her fund protected from its impact in the near term. “There is some appeal to the higher-yield developed-market curve such as Norway and Italy, where ... (full story)