January offered brief taste of challenges conventional portfolios face
But Ruffer resisted the urge to add meaningfully to equities during the recent weakness
Fixed Income
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Did Covid’s ‘creative destruction’ benefit global markets?
Unprecedentedly low central bank rates before the pandemic distorted government and corporate bond prices
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Twentyfour trust urged to let investors vote on £700m merger with UK Mortgages
‘This should be abundantly clear following the missteps that occurred regarding the M&G bid for UKML in 2020’
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Stephen Snowden: Our two-year track record should be enough for fund pickers
Artemis corporate bond funds launched mere months before the Covid-19 sell-off hit
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Jupiter launches sustainable bond fund for Rhys Petheram
Global corporate bond fund will target issuers focused on improving the environment
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Fund managers dismiss stagnation fears as overblown
PMI measures showing very strong readings for global manufacturing activity
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Darius McDermott: Flexibility will be key in bond markets in 2022
Strategic bond managers looking like a safe bet amid Omicron and inflationary unknowns
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Uptick in social bonds during pandemic set to continue
Covid-19 has sped up the growth of social financing with $224bn of social bonds issued in 2021
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Could rising rates finally see the stars align for specialist financial funds?
Polar Capital Global Financials Trust has doubled in price since pandemic tender offer slashed its total assets
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Interactive Investor sticks by £700m Artemis fund despite manager exit
Platform’s head of funds sees opportunities for a wider investment universe under Stephen Baines
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FE Investments: Why investors should not give up on gilts despite rising inflation
Despite market volatility gilt yields are back to where they were in April 2019
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Fund buyers have few choices in fixed income as allocations slump
Is now the time to be giving up on bonds?
