High-yield bonds: Buy or buyer beware?
Mike Della Vedova of T Rowe Price and Iboss’s Chris Metcalfe on whether they’re embracing sterling high-yield bonds in their portfolios or giving them a wide berth
Viewpoints
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Fortune favours the bold
Cautious multi-asset funds have been hit by outflows so far this year, says Square Mile Research’s Charlie McCann, while investors opting for riskier options are sitting pretty
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Church House’s Mahon: ‘2022 was a shocker’ for absolute returns
Portfolio Adviser speaks to James Mahon, co-manager of the £259m Church House Tenax Absolute Return Strategies Fund
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The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder
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Q&A with BlackRock’s Stefan Gries: A ‘capex renaissance’ and the appeal of Danish companies
We quizzed Gries on his path to managing an investment trust, the trust’s strategy and the trends he is targeting
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Why high yield is no longer the Wild West of bond markets
One area of the market is still being overlooked
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Morningstar’s Coop: How do deal with the unforecastable in portfolios
Morningstar’s Mike Coop discusses ‘disappointingly and puzzling poor’ forecasting in the industry
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Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
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Newton’s Paul Flood: When the stars align
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier
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Bundy: ‘Benchmarks help tell stories about markets’
Morningstar’s Ron Bundy discusses speed of trust, the challenge of indexing private markets and working to meet clients’ more thematic ‘strategic beta’ needs
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Positive side of a worst-case scenario
Six investment experts set out their thoughts on the outlook for bond markets, European equities, UK small caps and more