We have heard a lot about the dividend culture improving in Asia thereby making it more attractive as an income source. But is it really? And if it is, how sustainable is it? Jupiter’s Jason Pidcock gives his thoughts.
An ‘extraordinary period of monetary experiment’ is a risky backdrop for any emerging market strategy to invest in but Henderson’s Glen Finegan takes solace in a long-term contrarian view that throws up plenty of opportunities.
For income investors, which is the chicken and which is the egg out of weak macros or poor company fundamentals?
In aggregate, the market is starting to look expensive, but, argues David Moss, there are still high quality businesses available on good prices, just not in the traditional areas.
“If you cannot find a relatively small number of really exciting, attractively valued stocks in a market like the US, the you should really question why you are a stock picker in the first place,” argues Baillie Gifford’s Tom Slater.
Despite yields continuing to grind down across the fixed income space, there remain markets that offer opportunity says Chris Higham.
The popularity of strategic bond funds is partly predicated on the go-anywhere nature of the sector. But, says BlackRock’s Ben Edwards, this does not mean “go everywhere randomly at different times.
Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.
A look at some of the highlights from PA Summer Congress.
James Klempster, head of portfolio management at Momentum Global Investment Management discusses everything from where he is seeing value and the necessity to take risk to geopolitics and gold
Currency investing is a relative trade so needs markets to go up or to go down allowing specialist managers like Paul Lambert to take advantage of the volatility this creates – just as long as they don’t stay still!
GAM’s Désirée Mueller explains how she uses a sector-neutral pair-trading strategy to deliver the uncorrelated returns investors want irrespective of market volatility.
