Nedgroup Investments’ Ralph and Jeyarajah on ‘the boutique advantage’
Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
|
|
Valuations across some parts of the credit market could look stretched
|
|
Ninety One’s Sahil Mahtani discusses the tailwinds afoot for 2024
|
|
Hilary Blandy explains how she is steering the Jupiter Monthly Income Bond fund towards smooth performance through today’s volatile macro conditions
|
|
An SFDR Article 9 fund aiming to improve financial inclusion
|
|
Overcoming the ‘bittersweet credit conundrum’
|
|
After a difficult 2022, the role of bonds has been restored and they are once again being viewed as an important source of income and diversification
|
|
Head of credit Jeff Boswell and co-manager Darpan Harar will continue to run the fund
|
|
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
|
|
Five investors mull the events shaping portfolios over the past week
|
|
Companies have been pressured to drop dividends amid the Covid-19 fallout but coupons are still being paid out
|
|
Team behind £400m trust warns selling pressure would migrate to more liquid assets
|
|