Eliminating risk entirely is not the aim of investing, nor should it be. Without taking some risk, investors reduce the ability to achieve the returns they expect. Smart investing is more about managing risk and giving clients reassurance that they're...
Graphic content – December
In this video update, Ainslie McLennan, co-manager of the Henderson UK Property PAIF, highlights that rental income remains the foundation for investing in the asset class and reveals how the fund is positioned as we head into 2017.
The Standard Life Investments UK Equity Income Unconstrained Fund
A distinctive proposition
Macro drivers have had a major impact on the UK equity market during 2016. Sector and stock performance has diverged wildly in response to sharp moves in bond yields and currencies. These influences have tended to favour share prices of the UK's largest...
In recent months bond bears have been reinvigorated, and market commentary suggesting the "end of the bond (bull) market is near" has become commonplace. We think these comments are premature.
Craig Inches, Head of Short Rates and Cash
Mark Martin, Head of UK Equities, Neptune Investment Management
An unconstrained mandate allows the Fund Manager to broaden their investable universe - applying it within the equity income sector means the flexibility to avoid less compelling income stalwarts found in more traditional equity income funds, and actively...
Equity markets globally currently remain vulnerable to sharp shifts in sentiment, caused by either unexpected or unwelcome outcomes in key upcoming political events (US and German Elections, Brexit and Italian Referendum).
Kenichi Amaki, Portfolio Manager, Matthews Asia
Can you invest responsibly in biofuels? What are biofuels and how are they derived? Can these be used in power generation?
James Dowey, chief economist and CIO at Neptune
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