Bond bubble More like central bank bubble
According L&Gs Ben Bennett, The bond markets high prices and low yields are not just a problem for bonds, they are a symptom of broader problems created by central bank policy
According L&Gs Ben Bennett, The bond markets high prices and low yields are not just a problem for bonds, they are a symptom of broader problems created by central bank policy
According to AXA IM’s Chris Iggo, the outlook is not that certain and the mood is not that bullish
Investors have always had distinct ideas about what they want from their portfolios, but with the government and employers starting to step back from the responsibility of securing the future financial affairs of individuals, it is apparent
Dan Roberts, manager of the Fidelity Global Dividend fund, explains why he believes investors looking to diversify into global equities should focus on strong dividend payers with sustainable levels of profitability and supportive valuations
Richard Stammers, European Wealth investment strategist discusses the need for investors to readjust their yield expectations and the need for downside protection.
It is not that hard to find companies generating a sustainable dividend, argues Dan Roberts, manager of the Fidelity Global Dividend fund, though the tougher ask is paying the right price to get the exposure he wants.
According to Lazards Pat Ryan, many of the obvious sources of income in the equity market are unappealing
There are few certainties in the investment world, except even the best fund managers will from time-to-time underperform, what booms will one day bust and clients will still demand income.
A large majority of companies are likely to maintain or increase dividends, according to Fidelitys analyst survey.
Kames will open its PAIF on Friday, offering retail investors 6% annual yield.
Majedie plans to soft-close its UK Income Fund when its AUM reaches £1.5bn capacity.
Brandywine’s Regina Borromeo is keen on sectors with equity-like fundamentals as well as emerging market sovereigns