Patrick Trueman: Does bond market tumult threaten market recovery?
James Hambro & Partners portfolio manager asks at what point rising bond yields will seriously trouble equity markets
Investment
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Liquidity concerns drag on real asset inflation hedge hopes
A number of pension fund managers have complained the illiquidity premium no longer exists
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7IM freezes pair of funds with ties to defunct Guernsey bond fund
7IM Absolute Return Portfolio and Income Portfolio have hefty exposure to Xenfin Securitised Debt which has been winding down since October 2019
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Darius McDermott: Tapping into an economic restart
‘We are approaching an economic restart, not an economic recovery’
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James Anderson joins growing list of investors giving Deliveroo IPO the cold shoulder
Scottish Mortgage boss ‘lukewarm’ about food delivery platform’s ability to replicate the success of Meituan and Delivery Hero
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Regulators to change liquidity rules for open-ended funds
BoE and FCA survey finds divergences in funds’ approaches to liquidity management
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Coronavirus weekly round-up: Asset management giants shun Deliveroo IPO and vaccine tension remains throughout Europe
Three investors mull the events shaping portfolios over the past week
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Elizabeth Meyer: Climate change is also a social issue
Investors should encourage a ‘just transition’ so everyone shares in the benefits of shifting to a low-carbon world
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Are green bonds the route to sustainable fixed income?
Green bond issuance hit cumulative $1trn milestone last December
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William Buckhurst: Investment trusts prove trustworthy in the dividend drought
‘There is often no choice but to keep an income flowing, drought or no drought’
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Ken Wotton: Why patience is now the key for UK investors
A patient investment strategy focusing on long-term holdings in well-run UK businesses has the potential to thrive
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Greg Peters: ‘The golden age of credit is going to be shorter than I hoped’
PGIM Fixed Income manager thinks macro backdrop is strong but ‘hyper speed’ of market movements warrants caution
