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
The CIO discusses why elections, geopolitical uncertainty and monetary policy change has created a fertile hunting ground for fixed income
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
Fidelity’s Strategic Bond Fund manager says their current efforts are making a late 2022/early 2023 recession more likely
Boutique’s ‘entrepreneurial culture’ has attracted heavy-hitters like Rosemary Banyard and Simon Evan-Cook
Artemis corporate bond funds launched mere months before the Covid-19 sell-off hit
Allianz Strategic Bond manager more worried about stagflation risk as markets underestimate ‘double whammy shock’ from China and the energy crisis
Up-and-coming managers from BNY Mellon IM, Liontrust, Jupiter and Schroders reveal the themes they are playing in portfolios
Rathbone Greenbank Global Sustainability manager on weeding out quality ‘hidden gems’
Fay Ren and Michael Flitton on how Asia is beginning to move onto investors’ radar for its ground breaking companies
Trojan Income manager doesn’t think cyclical rotation will last forever and sees a broadening of returns ahead
Ninety One Global Environment co-manager says we are quickly moving to a world that values all stakeholders, not just financial shareholders