RBC Bluebay’s Mark Dowding on diverging from the consensus
The CIO discusses why elections, geopolitical uncertainty and monetary policy change has created a fertile hunting ground for fixed income
Fixed Income
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Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded its third worst ever month, according to Calastone’s Fund Flow Index
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AXA IM’s Nicolas Trindade: Why short duration makes sense for rate cuts
‘It’s going to be a very interesting second half of this year, the market had it easy over the first half’, says the bond fund manager
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Janus Henderson acquires global private credit firm
Victory Park Capital manages $6bn assets
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View From The Top with Polen Capital CEO Stan Moss: 12 years of change
Moss discusses the Somerset fund acquisition, UK expansion plans and work with Make-A-Wish Foundation
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Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
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Arkaim Advisors to launch distressed debt hedge fund
The Distressed and Credit Opportunities fund will be managed by CIO Dimitry Griko
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Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated by Square Mile had a fixed income mandate
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What has caused the global equity market sell-off?
Equity markets are down following US recession fears
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Crisis point: Concerns grow over mounting government debt levels
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
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Algebris: Banks remain profitable despite rate cuts
Banks that have thrived on high interest rates can continue to do so in a low-rate world, explains Sebastiano Pirro
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Invesco: Sovereign wealth funds explore EM as geopolitics becomes primary concern
67% of sovereign investors expect EM to match or beat DM performance over three years