Savvy fixed-income investors may be able to exploit the weakness of Italy’s economy versus those of other countries including France, according to Kames’ fund manager James Lynch.
With uncertainty in the investment landscape showing no let-up in 2017, Caroline Simmons, deputy head of the UK chief investment office at UBS Wealth Management, reveals the five questions most asked by clients at the moment.
While investor sentiment on the US economy remains stubbornly bullish, this could give way to volatile conditions similar to those seen before the 1973 stock market crash, according to Bank of America Merrill Lynch.
Aberdeen Asset Management was hit by £10.5bn outflows in fourth quarter of 2016, including £4.2bn equity redemptions from an unamed UK wealth manager and sovereign wealth fund.
With volatility expected to remain the prevalent theme in 2017, Mike Della Vedova, portfolio manager of the T. Rowe Price European High Yield Bond Fund lists five areas to watch this year when investing in the sector.
The Trump rally continues to inspire equity market confidence, but bond markets have not lost their ability to scare investors says AJ Bell’s Ryan Hughes.
With the potential for a number of macro and political changes, Portfolio Adviser looks at how to tackle fixed income in 2017
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
PIMCO has launched an environmental, social and governance (ESG) investment platform alongside a new ESG bond fund.
Neuberger Berman has launched the Global Opportunistic Bond Fund.
BlackRock’s Ben Edwards thinks “2017 is shaping up to look a lot like 2016” for bond markets as uncontrolled dollar strength, diverging regional economic paths and continued political risk keep volatility alive.
Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’
