In the biggest, shiniest, or most talked about companies, innovation is obvious. Yet like opportunities, innovation is sometimes hidden, waiting to be discovered. Similarly, Europe is regularly overlooked, but there are bright opportunities in not so obvious places.

RWC Diversified Return Fund manager Clark Fenton explains how he positioned the portfolio as the credit cycle moved from an over-extended leverage phase in 2018 to mass deleveraging in 2020

The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.

While a near-term mechanical bounce in economic activity in response to the lifting or easing of lockdown measures looks likely, we expect the subsequent climb up to be long and arduous.

Incisive Works speaks to Tessa Inglis to find out what it takes

Amid the coronavirus pandemic, the digitization of the economy gathers steam.

Investors that traditionally relied on fixed income for diversification were left bruised in Q1 as government bonds buckled under volatility. Is this a sign fixed income assets are no longer useful in a diversified portfolio?