15 May 2013
The high yield bond market is set to “suffer a bout of indigestion”, according to Phil Milburn, manager of the Kames High Yield Bond fund.
01 May 2013
Kames Capital has bought into the record $17bn corporate bond issue unveiled by Apple yesterday, saying the deal “has to be a buy” – but other fund managers are not so sure.
19 April 2013
Kames's Phil Milburn on the outlook for global bond markets and the myth of the 'great rotation'.
27 March 2013
Andrew Fleming has stepped down from his role as chief executive and chief investment officer at Kames Capital.
22 March 2013
The situation in Cyprus could have a far more negative impact on the credit market than it has so far, Kames Capital’s Melanie Mitchell has said.
17 March 2013
Ryan Smith, head of corporate governance and SRI at Kames Capital, analyses the environmental impact as shale gas production becomes big business.
12 March 2013
Philip Milburn, manager of the £1.5bn Kames High Yield Bond fund, is avoiding taking on extra risk in his portfolio this year, as he does not expect the extra yield on offer from CCC-rated bonds will be sufficient to make up for the default risk.
11 March 2013
Bond managers have cut duration to record lows, anticipating a fresh spike in gilt yields as they settle at a higher trading range.
28 February 2013
Kames Capital is to remove the performance fee on its Kames UK Equity Absolute Return fun, managed by David Griffiths and David Pringle, after reaching £100m in size.
19 February 2013
Kames Capital's Phil Milburn is sticking with his underweight to European high yield within his £1.4bn High Yield Bond fund, although it has hurt performance over the past year.
15 February 2013
Natalie Kenway talks to Kames Capital CEO and CIO Andrew Fleming about how the group’s identity has changed post-rebrand, and its plans for 2013.
06 February 2013
The Bank of England is close to announcing a further bout of asset purchasing, particularly as gilt yields continue to soar, Kames Capital's Iain Buckle has predicted.
07 January 2013
After an event-filled 12 months, industry experts reveal how they are shaping their portfolios coming into 2013.
02 January 2013
Kames Capital's head of investment strategy Bill Dinning has quit his role to become an investment strategist for Coal Pension Trustee Services.
17 December 2012
Kames Capital's fixed income portfolio manager Stephen Snowden explains the reasons behind the current liquidity crisis in the corporate bond market.
Japan has been stuck in deflation for much of the past 20 years. But with a new prime minister, the Bank of Japan’s quantitative easing plans, and a buoyant Topix, there are signs the country is turning a corner. So how can your clients get a piece of the action?
Christine Johnson, manager of the Old Mutual Corporate Bond and Monthly Income funds, gives some examples of names which are helping meet client demands in a difficult fixed income environment.
Falling commodity prices, especially oil, are proving positive for India in a variety of ways. Not only is India a major oil importer but the cost of oil for the consumer is heavily subsidised by the government.
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