Jupiter's Teverson: 'EM politics are very interesting to talk about but the likelihood of us adding value because of it is close to zero'
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
Preparation is key
Standard Life duo: It is becoming difficult to take a one-size-fits all approach to platforms. We want to make this a two-way conversation to build better outcomes
PARTNER INSIGHT: Noel Butwell, distribution director and David Tiller, head of aAdviser and wealth manager propositions at Standard Life, explain how the business is evolving from a traditional product provider to working in direct partnership with advisers...
Jupiter Global Emerging Markets fund: 'Why half of the companies we invest in are not represented in our respective benchmark at all'
Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...
In an environment where yields are so low, costs can make a huge difference to the outcome’
Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities
Partner Insight: Amid today's low yield environment, stretched asset class valuations, and rising geopolitical and monetary policy risks, it is important that the method of how and when to shift the focus towards downside protection is consistent, practical...
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.