In this Fund in Five, Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
Money continues to flow out of the UK equity income sector, yet dividend growth is on the up
Special dividends fell by more than three quarters in 2023, but bank payouts ‘more than offset cuts’
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future of asset management will look like
Exactly 15 years after the bank’s collapse, markets are expecting a new regime altogether
‘Far more money has been lost by investors trying to anticipate corrections than has been lost in all the corrections combined’
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
John Stainsby, head of UK client group at Axa Investment Managers, discusses delivering value, what makes good culture, ensuring effective communication and the changing nature of fixed income
Fund managers must keep an open mind to change and appreciate fully the grave responsibility entrusted to them by clients
