How the Carmignac Portfolio Unconstrained Global Bond team's unconstrained approach assists in finding value on certain fringes of the market
Insight into the Carmignac Portfolio Unconstrained Global Bond strategy
Are funds focused on higher income, rather than capital growth, more likely to succeed in the current market environment?
As strategies investing in credit for capital growth struggle in today's difficult market environment, Artemis' Alex Ralph explains why the best option for some investors may be to look at strategic bond funds that provide a higher income and an element...
The goal of generating performance in a varied market environment is embedded in Carmignac Portfolio Unconstrained Global Bond's investment process
Changes in markets have disrupted traditional investment models ever since the global financial crisis nearly a decade ago. Geopolitical events in particular have continued to test investors who want to outperform a benchmark.
Taking advantage of credit risk and volatility: How to sustain a higher income through market cycles
Alex Ralph, manager of the £1.2bn Artemis High Income Fund, explains her fund's strategy which aims to look 'through' market risks and economic cycles to achieve its target income and capital growth
Legendary value investor Benjamin Graham has helped many fund managers' strategies to evolve, but his investment philosophies have resonated with Matthew Tillett, manager of the UK Opportunities fund at Allianz Global in particular.
Matthew Tillett, manager of the Allianz UK Opportunities fund, reveals how he is managing Brexit concerns in his 'risk averse' UK equity fund.
Matthew Tillett, manager of the Allianz UK Opportunity fund, portfolio intentionally does not conform to the norm. In a bid to provide a balanced portfolio and avoid losses, the portfolio has the highest allocations to those stocks where he sees the lowest...
The UK has dealt with a number of challenges in recent years, not least of all a historic referendum resulting in the UK taking its first steps to exiting the European Union last year.
Steven Berexa, manager of the Allianz Global Insights fund, reveals how key investments have helped his fund to succeed in recent months.
Steven Berexa, global CIO of equities at Allianz Global Investors and manager of the Allianz Global Insights fund, explains how the group's exclusive analytics research tool, Grassroots(SM) has assisted him in delivering standout returns since launch....
A key challenge on the horizon that investors are facing in 2017 is the prospect of continual rises in interest rates.
Using a Forward Perspective analysis of key macro factors, independent research house PureGroup explores how the Lyxor FTSE Actuaries UK Gilts Inflation-Linked UCITS ETF (among other core ETFs) are likely to fare in the face of rising inflation and interest...
Increase in payouts due to currency slump
PureGroup director Ben Bird analyses how sensitive five of the largest US equity funds are to two leading indicators: US rates and inflation.
Adam Laird, head of ETF strategy for Northern Europe at Lyxor ETF, discusses liquidity concerns within fixed income ETFs.
Lyxor UK CEO: We have had to innovate our ETF range in the face of market volatility and rising inflation
With one of the widest product ranges in the ETF market, Matthieu Mouly, UK CEO of Lyxor, explains how the group's latest fixed income ETF launches are helping to protect portfolios from market threats such as inflation and rising interest rates
Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.
Financial consultant Russell Beaumont discusses how an attitude-to-risk assessment for retail investors can also tell us a lot about the risk personality of the investor - how they think and communicate about financial risk as well as their risk appetite...
Pieter Busscher, senior portfolio manager at RobecoSAM, explores how new matierlais including carbon fibres are helping to boost the automation space and robotics into a new era
The FCA's involvement should be welcomed by active managers in terms of fund clarity and a greater focus on risk-adjusted performance from buyers, says Jon Gumpel, manager of the Brooks Macdonald Defensive Capital fund.
New EMEA CEO for the group
The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.
2016 is likely to be remembered as a year when Western democracies took a surprising step towards the populist right with voters embracing political messages that included promises to roll back some of the effects of globalisation and towards fiscal stimulus,...
For most of the past decade, markets have operated in the shadow of geopolitical and macroeconomic storm clouds, writes Ken Wotton, manager of the Wood Street Microcap Investment fund.
There are attractive investment opportunities among high-yielding emerging market (EM) eurobonds in our view, writes Koon Chow, an EM macro and FX strategist at Union Bancaire Privée (UBP).
The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...
As Donald Trump prepares to enter the White House, normally serious and intelligent people seem to have lost a sense of perspective, writes David Coombs, head of multi-asset investments at Rathbones.
We have seen a seismic shift in the political and investment landscape. From Brexit to President Trump, to the return of inflation and the trough in bond yields, the accepted order in the aftermath of the financial crisis is being challenged, writes Jamie...
The precipitous drop in sterling is set to boost dividend payouts from UK blue-chip companies this year. But this should not be taken in isolation by investors as a signal to buy.
Oil price spiked after OPEC agreed production cut
Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
The green bond market is only at its early stages of development but is experiencing steady growth over the last two years with strong activity across the primary market, writes Amundi's Marie-Anne Allier.
While the UK economy has recovered markedly since the financial crisis, UK GDP growth is set to slow. GDP growth was 2.2% in 2015, and is now forecast to slow to 1.8% in 2016 and 0.9% in 2017.
Three ETF providers at this year's Smart Beta Breakfast Briefing discuss how the evolution of factor-based strategies are allowing them to improve investors' risk-adjusted returns in uncertain times
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
The lead-up to and events immediately following the UK Brexit confirmed to us that the optimal route into the property sector is via a 'permanent capital' model, specifically listed real estate investment trusts (REITs).
South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
Despite political upheavals, the current environment of low growth and low interest rates should be broadly positive for equities in Europe.
Positive headlines from the US have been rare this year - from social issues and divisive politics to economic underperformance.
Demographic trends have created huge opportunities for investors globally, whether it be the ageing population in Japan or the rise of the educated middle class in Asia.
Investec's Aird: Explaining the post-Brexit world is an impossible job - the right approach is to admit 'we don't know'
How multi-asset is challenging the absolute return space
Japan was one of the most popular areas with UK investors in 2015, with some £1.2bn of flows into the IA Japan sector and more than £400m going into the IA Japanese Smaller Companies sector, as investors tried to hone in on those domestic companies benefitting...
Investment trust fees have come under fresh scrutiny in recent months, with a number of managers reducing costs or introducing new charging structures in a bid to stay competitive with open-ended peers.
Growing need for low-cost ETF-based solutions