Atlantic House launches Dynamic Duration Fund
Deputy CIO Mark Greenwood is the lead manager
Bonds
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Two thirds of professional investors think macro investing now ‘more relevant’
Fulcrum Asset Management quizzed 205 UK and US participants
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Positive side of a worst-case scenario
Six investment experts set out their thoughts on the outlook for bond markets, European equities, UK small caps and more
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Church House’s Wharton Q&A: Goldilocks believers are in for a shock
‘We are thankful for levels of quite predictable returns that we haven’t been able to enjoy for a long time’
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SJP makes raft of management changes to funds in new ‘global’ approach
Changes signal a more global, multi-manager approach
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Building the case for infrastructure
What are the arguments for and against including infrastructure in a balanced portfolio?
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CIO Philipp Bärtschi: Why we are overweight alternatives and gold
Philipp Bärtschi discusses where he is seeking opportunities across asset classes
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The implications of rising gilt yields
Sterling-based gilts are becoming increasingly popular despite inflationary headwinds
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Square Mile: Global mixed bonds to watch
Square Mile’s Eduardo Sanchez checks out the top performers and compelling newcomers
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‘Business success comes down to passion, courage, belief’
Bordier UK CEO Jamie MacLeod discusses building and growing businesses, and the qualities that can drive a successful investment company
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Video: Mark van Heems, Portfolio Manager at Vontobel Asset Management on inflation
Credit at the turn of the rate cycle.