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
Fund Manager Profile
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Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
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‘The perfect moment doesn’t exist’: Rathbones’ Thomson on imposter syndrome, his three best investments and keeping calm
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
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Tim Foster: Hawkish central banks make it tough for fixed income assets to perform
Fidelity’s Strategic Bond Fund manager says their current efforts are making a late 2022/early 2023 recession more likely
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Judith MacKenzie: Downing Fund Managers can easily double in size in several years
Boutique’s ‘entrepreneurial culture’ has attracted heavy-hitters like Rosemary Banyard and Simon Evan-Cook
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Stephen Snowden: Our two-year track record should be enough for fund pickers
Artemis corporate bond funds launched mere months before the Covid-19 sell-off hit
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Mike Riddell: ‘We don’t believe in this new higher inflation regime’
Allianz Strategic Bond manager more worried about stagflation risk as markets underestimate ‘double whammy shock’ from China and the energy crisis
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Future faces of fund management: Four managers on emerging from the pandemic
Up-and-coming managers from BNY Mellon IM, Liontrust, Jupiter and Schroders reveal the themes they are playing in portfolios
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David Harrison: ‘Companies can have 15 SDGs listed but they’re often really tenuous’
Rathbone Greenbank Global Sustainability manager on weeding out quality ‘hidden gems’
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Cerno Pacific duo: Asia remains under recognised for its innovation
Fay Ren and Michael Flitton on how Asia is beginning to move onto investors’ radar for its ground breaking companies
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Blake Hutchins: ‘From here we expect more breadth in the market’
Trojan Income manager doesn’t think cyclical rotation will last forever and sees a broadening of returns ahead
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Deirdre Cooper: ‘The decarbonisation journey is literally just starting’
Ninety One Global Environment co-manager says we are quickly moving to a world that values all stakeholders, not just financial shareholders