Hardeep Tawakley
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Articles by Hardeep Tawakley
As a new generation becomes wealthier, is the industry ready to serve them?
Latest findings from Diversity In Asset Management report
How will the asset management industry ever achieve a truly diverse workforce?
Latest findings from Incisive Works research
Should fund managers be looking to trading desk teams for insight into bond markets?
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Diversity case studies: How are groups stepping up to the inclusion debate?
Latest Incisive Works research
Fidelity's Vaid & Khan: 'Why we don't have to answer to 'deal or no deal' when it comes to Brexit on our Extra Income Fund'
Partner Insight: As the Fidelity Extra Income Fund celebrates its 20-year anniversary this year, managers Sajiv Vaid and Peter Khan explore how they are positioning the portfolio for challenging market conditions
Understanding the maturity spectrum: Why there is still a place for long-dated bonds in portfolios
Partner Insight: Sajiv Vaid and Kris Atkinson, managers of the £3.4bn Fidelity MoneyBuilder Income Fund, explain why they are taking a defensive approach to investing across the maturity spectrum
Hunting for returns in a new environment
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
Blackfinch Chief: 'The IHT portfolio services is a 'natural evolution' for us'
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Entrepreneurial spirit lifts Vala's EIS offering
Partner Insight: Vala Capital's Jasper Smith and Paddy Willis have brought together a unique set of entrepreneurial experiences in order to provide new businesses - and investors - with the support they require to succeed
EIS providers: We are not just managing funds; but building up businesses too
Partner Insight: Strong performance and lower fees have propelled the use of EIS strategies by advisers in recent years, and for advisers, investors and providers alike there has been a "paradigm shift in the sector," according to Jack Rose, head of tax-efficient...
LightTower's Rose: 'The effects of recent rule changes yet to feed through to VCTs'
Partner Insight: The government's emphasis on VCTs has also subtly changed in recent years with the ending of asset-backed investment and as with EIS, the emphasis being very much more focused on growth capital opportunities.
Is Asia's future success small (caps)?
Partner Insight: Small caps in Asia have often been deemed as being under-researched and illiquid in nature, yet the opportunities this sector brings about in terms of dividends is one that should not be ignored, according to Matthews Asia's Yu Zhang....
The fixed income investment themes investors need to take note of in Q1
Partner Insight: In this quarter's edition of Bond Compass, State Street Global Advisor's SPDR analyse three key themes that could assist investors in navigating uncertain fixed income waters
Matthews Asia's Zhang: 'Why we pulled back our exposure to cyclical growth companies in Asia'
Partner Insight: Matthews Asia's Yu Zhang explains how he identifies companies with a strong business model and 'tilts' his portfolio in order to overcome negative macro headwinds
How are $10trn of fixed income assets positioned in Q1 2019?
Partner Insight: Data shows a surprisingly upbeat set of readings when it came to fixed income assets in 2019
How do challenging market cycles impact Asia's high yielding stocks?
Partner Insight: Dividend growth stocks and high yielding companies in Asia can deliver attractive total returns for investors, but Matthews Asia Portfolio Manager Yu Zhang explains why investors must be aware of the region's earnings cycle in order to...
How stable is Asia's double-digit dividend growth?
Partner Insight: Asia dividend growth has almost doubled in five years, offering uncorrelated sources of income when compared to Western figures. Yet many investors remain wary of the sector. Matthews Asia Portfolio Manager Yu Zhang provides his view...
Focus on EMD: Why investors need to consider passive exposure in order to achieve returns
Partner Insight: Abhishek Kumar, Sector Head, Emerging Markets, Fixed Income Beta Team at State Street Global Advisors, discusses the outlook for emerging markets in 2019 and the challenges for active managers in the sector - where just 3% of them outperformed...
Brexit and bonds: Is there safety in Gilts?
Partner Insight: The weaker turn in the global environment along with lower oil prices proved to be supportive for safe fixed income investments last year, but with Brexit looming and causing more economic uncertainty, what is the outlook for the asset...
Jupiter's Dan Carter: "There has been a dramatic shift in Japanese stock profitability"
Partner Insight: Japanese corporate profits have risen to record levels in recent years. Jupiter's Dan Carter, Fund Manager, examines how Japanese companies are reacting to the situation, and what the implications are for Japanese equity investors.
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
Uncovering the growth versus income debate in Asia and Japan
Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...
Can you ever truly avoid 'Trump noise' when investing in emerging markets and Asia?
Talking Strategies: In the below video, Jupiter fund managers discuss how they avoid political noise and macro sentiment swings when investing in emerging markets, emerging market debt, Asia and Japan.
The rise of EMD: Still a niche asset class?
Partner Insight: Emerging Market Debt assets have grown to a staggering $22trn as the universe has continued to mature and investors seek new sources of return outside of developed markets according to Jupiter's Alejandro Arevalo
How rising financial inclusion became one of the biggest investment opportunities in emerging markets
Partner Insight: The rising penetration of financial products and services will forge dramatic change in developing regions of the world, driven by technological innovation and strong demographic characteristics. Jupiter's Ross Teverson analyses the best...
Merging economies: Has the 'emerging versus developed markets' argument fallen out of fashion?
Partner Insight: The number of leading companies within emerging regions such as Asia is growing, potentially leaving behind the need for a distinction between 'emerging' and 'developed' markets in this area of the universe
The 'new' alternatives: Private equity, pharmaceutical royalties and reinsurance
PARTNERED INSIGHT: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns
Multi-asset lessons from 'With-Profit' funds
PARTNERED INSIGHT: Much of Prudential Portfolio Management Group (PPMG) multi-asset expertise has been built on the same philosophy and values that serve Prudential's With-Profits Fund - a portfolio that has produced positive results over the long term....
How have crypto assets evolved as an investment alternative?
Peter Schwabach of Shield Investment Management and Simon Wajcenberg of North Block Capital, discuss how they are using crypto assets to generate above-average returns for investors as the sector seeks regulation.
Multi-asset: How important is the strategic versus tactical allocation debate?
PARTNER INSIGHT: Seen as the building blocks of a portfolio, strategic and tactical asset allocation processes should work in tandem to deliver on-target and risk-adjusted returns. Here, the two processes are analysed to see how they complement each other...
The global economy is firmly in the late part of the cycle
Industry Voice: With yields low and unprecedented uncertainty, it's fair to say it hasn't been the easiest market for bond investors. Tim Foster and Claudio Ferrarese, co-managers of the Fidelity Strategic Bond Fund, reflect on the need for greater flexibility...
Does recent M&A activity signal a bigger high yield financing packages are on the way?
Industry voice: High yield investors are on notice for a jumbo financing package off the back of a flurry of M&A activity, particularly in the telecoms space. Fidelity's Peter Khan discusses the outlook for one the largest and most widely-held high yield...
Bonds markets: What have we learned in the last 10 years?
Partner Insight: Fidelity portfolio manager Kris Atkinson wonders when other market participants might wake up to the increasing risks we are seeing in the market ten years after the last crises
Fidelity's Vaid: 'Protecting against downside risks has to be topmost in our minds now'
Partner Insight: As veteran fixed income investor Ian Spreadbury prepares for his retirement at the end of the year, Sajiv Vaid, his current co-manager and successor as lead manager on the popular Fidelity MoneyBuilder Income Fund braces for a more challenging...
Mind over matter: How neurodiverse is your firm?
Exploring neurodiversity in the workplace
A new type of valuation discipline strategy to search for global equity opportunities
INDUSTRY VOICE: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
'Value investing has always felt pretty lonely, but surely that is the reason it works?'
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
Value versus growth: The shift has already started
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
RWC Explains: Introducing a new approach to value investing
Industry Voice: Ian Lance and Nick Purves discuss how they define Value Investing
The challenge of protecting portfolios amid high correlations
Partner Insight: Columbia Threadneedle Investments' Toby Nangle, manager of the Threadneedle Dynamic Real Return Fund, reveals where he is seeing the best investment opportunities amid market re-ratings
How are 'shifting' economic centres of gravity impacting multi-asset portfolios?
Partner Insight: Changing demographics, globalisation and technology are just some of the factors pushing capital from Western economies to Eastern economies over the past thirty years. Are multi-asset portfolios at risk of being left behind amid such...
RWC Explains: What is value investing in today's market environment?
Industry Voice: Ian Lance and Nick Purves discuss how value investing has changed in years gone by and why the market is at a turning point today when it comes to identifying value stocks
Are negative emerging market headlines hiding a wealth of opportunities?
Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.
CTI's Nangle: 'It is hard to see how the trajectory of trade distortions will affect the market ratings; that is worrying'
Partner Insight: Columbia Threadneedle Investments' Toby Nangle, manager of the Threadneedle Dynamic Real Return Fund, explores how to price assets given negative investor sentiment
The rise of the 'new' multi-asset alternatives
Partner Insight: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns
Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...
Capital markets research and modelling: Is this the engine of a multi-asset portfolio?
Partner Insight: As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is...