In this video interview, Franklin Templeton’s head of European fixed income David Zahn explains why he is redeploying his assets from government bonds to corporate bonds. He also challenges the notion that rising Fed rates mean the dollar will strengthen in the medium term.
While it is not without its risks, a rising interest rate environment is likely to benefit the UD mortgage backed securities market in 2016, says BNP Paribas manager Matt Slootsky.
The prospect of a more protectionist US and the continued strength of the dollar has seen emerging markets sell off in the wake of Donald Trump’s election to the White House. But, there remain telling reasons why investors should not write them off in 2017.
QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.
In this video interview, Andrew Summers, head of fund selection at Investec Wealth & Investment, talks about his fondness of funds with a strong manager at the helm.
There is a transition going on in the income space, argues Aviva Investors senior multi-asset fund manager, Nick Samouilhan.
Despite the volume of commentary at the moment, investing today is influenced by more than just interest rates so listen here for where Huw Davies sees the fixed income opportunities that lie ahead.
Sir Vince Cable, formerly secretary of state for Business, Innovation and Skills is of the view that the election of Jeremy Corbyn to the head of the Labour Party makes it virtually unelectable and will ultimately push the country to the right as the Conservatives strengthen their grip on power.
Harwood’s Richard Philbin, Brewin Dolphin’s Ben Gutteridge and TMI’s Andrew Herberts discuss how they are approaching their allocation to alternatives in the current environment.
Aviva Investors head of multi-asset discusses the Fed’s new, external focus, the importance of alternatives and the appropriateness of the traditional model of asset allocation.
Emerging markets currently face a wall of negative sentiment and some very real risks, but according to Josh Crabb, head of Asian equities at Old Mutual Global Investors, there are also some very real opportunities.
Direct from PA’s Autumn Congress 2015, Brewin Dolphin’s head of fund research, Ben Gutteridge discusses the prospects for inflation with M&G’s Ben Lord
