Nedgroup Investments’ Ralph and Jeyarajah on ‘the boutique advantage’
Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
Valuations across some parts of the credit market could look stretched
Ninety One’s Sahil Mahtani discusses the tailwinds afoot for 2024
Hilary Blandy explains how she is steering the Jupiter Monthly Income Bond fund towards smooth performance through today’s volatile macro conditions
An SFDR Article 9 fund aiming to improve financial inclusion
Overcoming the ‘bittersweet credit conundrum’
After a difficult 2022, the role of bonds has been restored and they are once again being viewed as an important source of income and diversification
Head of credit Jeff Boswell and co-manager Darpan Harar will continue to run the fund
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
Five investors mull the events shaping portfolios over the past week
Companies have been pressured to drop dividends amid the Covid-19 fallout but coupons are still being paid out
Team behind £400m trust warns selling pressure would migrate to more liquid assets