Partner Insight: As Payden & Rygel launch its Global Equity Income fund to the UK advisor market for the first time, fund managers James Wong and Frank Lee explain how the strategy has helped them deliver a gross dividend yield of 3.5%
PARTNER INSIGHT: Stephen Yeats, Managing Director, APAC & EMEA Fixed Income Beta Solutions, explores the rise of fixed income ETFs and why the group is applying a more targeted and hands-on approach to security selection in order to deliver investors'...
Fund managers John Stopford and Jason Borbora explain the dangers of using ‘simple’ correlation figures to determine investment suitability
Franklin Templeton's Morton: Why I do not let yield be the sole consideration for the stocks I invest in
Having managed UK equities for more than two decades, fund manager Colin Morton reveals how he has delivered a steady combination of capital growth and income in the Franklin UK Equity Income fund
Diversification today may require investors to look beyond traditional labels
Can Investec Asset Management’s ‘defensification’ process assist in protecting investor capital?
How will this UK equity income fund fare against peers in the face of rising interest rates and falling dividends?
PARTNER INSIGHT:The challenge for the UK Equity Income sector over the coming months will not be the often-discussed search for dividends, but how managers will navigate the potential volatility of the domestic UK equity markets.
Colin Morton, manager of the Franklin UK Equity Income Fund on how he approaches equity valuations and why he remains unconcerned about inflation.
Carmignac Portfolio Unconstrained Global Bond: How using a modified duration strategy can help navigate market woes
Modified duration has played an important part in the Carmignac Portfolio Unconstrained Global Bond fund ever since it was launched, and over the past 18 months in particular.
Artemis' Ralph: 'UK growth will be much slower and real wage growth will ultimately fall….even a soft Brexit will cost the UK'
Alex Ralph, manager of the £1.2bn Artemis High Income Fund, explains why she remains concerned in regards to the outlook for the UK market and has turned her attention to Europe instead.
Why the Carmignac Portfolio Unconstrained Global Bond team has upped its exposure to energy and financials
The Carmignac Portfolio Unconstrained Global Bond team explains why it has upped its exposure to energy and financials. The team also share with us what it sees as the future for fixed income investing as rates and inflation begin to rise.
How is Artemis High Income dealing with the challenges of liquidity and forthcoming macro challenges?
While the Artemis High Income Fund, managed by Alex Ralph, does not adhere to any specific benchmarks, it does instead focus on achieving an 'above average' and relatively high level of income by investing in bonds and some higher yielding equities too....
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...