Kames’ Goddin: Goldilocks or just too early for the bears?
A bear market in 2018 seems unlikely after a year marked out by a ‘Goldilocks’ environment, according to Kames’ global equity manager, Neil Goddin.
Italy and France situations creating fixed income opportunities – Kames
Savvy fixed-income investors may be able to exploit the weakness of Italy’s economy versus those of other countries including France, according to Kames’ fund manager James Lynch.
Oil recovery could trigger “inflation problem” – Kames
If the oil price recovers to above $50 there will be an “inflation problem”, according to head of fixed income at Kames David Roberts.
HEAD-TO-HEAD: Kames High Yield Bond vs Baillie Gifford High Yield Bond
This week’s head-to-head challenge featuring Victoria Hasler, head of research at Square Mile Investment Consulting and Research and Sarasin & Partners fund of funds manager Lucy Walker shines the spotlight on two high yield funds:
Kames High Yield Bond and Baillie Gifford High Yield Bond.