Family office Nutrimenta adds Asian bond risk

“We made 16% [on our Asian fixed income portfolio] last year, but this year we'll be happy if we make 6% – there's no chance of repeating last year's return.” So said Asaf Berman, Singapore-based partner at Swiss family office Nutrimenta in a frank assessment of the regional bond market outlook. He was equally candid in his views on the potential for a major US stock reversal in an interview with AsianInvestor last week. Despite his admission that fixed income returns will be ha…