Ryan Hughes, investments director at AJ Bell, explains why the firm is feeling more positive on the case for bonds and equities and where it has been rebalancing its portfolios as a result
South West Congress 2024: Interview with Aegon’s Colin Finlayson
Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income markets, the key risks facing bonds and the best way to take advantage of opportunities across the asset class.
Bitesize: Why now for global small caps
In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abrdn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.
Bitesize: The case for fixed income
In this Bitesize video, Luke Hickmore, investment director, fixed income at abrdn, gives his outlook for fixed income markets and what he is subsequently doing with his bond allocation.
Fund in Five: Artemis UK Select Fund
In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.
UK in Five: Artemis UK equity team
In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.
Fund in Five: Artemis US Smaller Companies Fund
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.
Fund in Five: AXA Global Short Duration Bond Fund
In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.