Nasdaq ‘steals the show’ as tech dominates performance in first half of 2023
AI boom contributed to the sector returning 24.6% over six months to 30 June
AI boom contributed to the sector returning 24.6% over six months to 30 June
Aggressive monetary tightening has ushered in a late cycle environment for credit
First launch since Toby Vaughan was appointed CIO
There are signs of problems for the asset class
Managed by Gary Skedge and Joanne Bartell
The high-yield strategy has a portfolio target of net zero by 2050
While ESG equity strategies suffer worst ever monthly outflows in May
Follows the regulator publishing an engagement paper on non-equity securities
Portfolio managers Erin Browne and Emmanuel Sharef say allocating to fixed income may help to navigate Fed policy uncertainty
The platform has seen a deluge of cash enter the investment vehicles
The pair will run an active global bond fund
Deal brings in a UK-based team and three CLOs worth £1.06bn