Why blue-chip investing is a dying trade
Investing in blue-chip companies is a dying trade as they are most at risk from disruptive market forces, according to equity managers at Hermes and Kames.
Kames Capital
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Five top stock picks for equity income
Mark Peden, co-manager of the £425m Kames Global Equity Income Fund, takes a look back at the hardy perennial stocks that consistently delivered good returns for the fund since its launch five years ago.
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Four ways to shake up your ESG exposure
When it comes to investing ethically, many jump straight to investments in green and renewable energy, but where can the newest and most interesting options be found for investors looking to do some good?
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Kames heads west to America
Kames Capital is heading out west to the US, offering American investors access to two global equity strategies.
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Morningstar knocks Kames fund down a peg
Ratings agency Morningstar has demoted the Kames Ethical Equity Fund over changes to the core UK equity team and a “lessened” conviction in manager Audrey Ryan.
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PA ANALYSIS: Why you should rethink joining ETF boom
Ten years of booming growth pushed global assets under management in high yield bond ETFs past $51bn (£38bn) in 2016, but are the apparent diversifying benefits everything they’re cracked up to be?
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PA ANALYSIS: Why you should rethink joining ETF boom
Ten years of booming growth pushed global assets under management in high yield bond ETFs past $51bn (£38bn) in 2016, but are the apparent diversifying benefits everything they’re cracked up to be?
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Kames: Why you should not trust sustainability ratings
Rating agencies’ analysis of how sustainable a fund is should not be relied upon by investors as the sole evidence of its credentials, according to Kames Capital.
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PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?
Liontrust’s capture of Kames Capital’s prized fixed income co-heads Phil Milburn and David Roberts is further proof that the fund house is “on the up and up”. What is less clear is where exactly this leaves Kames.
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Roberts and Milburn departures prompt Kames fixed income reshuffle
Kames Capital has reshuffled its fixed income desk after it was announced that head of fixed income David Roberts and head of fixed income strategy Phil Milburn have both left the business with immediate effect.
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Bond investors sleepwalking into duration risk
Two asset managers have warned that bond investors, particularly those in passive vehicles, are too exposed to duration risk without realising it.
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Kames’ Edwardson: ‘Still life in alternatives despite bubble fears’
Alternative investments from aircraft leasing to renewable energy are still an attractive option for multi-asset funds, despite fears the asset class is approaching bubble territory.
