Markets reluctant to price in second wave
Latest figures from IA
Looks to remove dollar hedging costs
Two launches planned for September
EC proposes small cap and fixed income exemption
EM countries well-placed to ride out pandemic
Dividend growth far outweighed profit growth in 2019
Includes quasi-sovereigns and special situations
VW world’s most indebted company
Shining a light on floating rate notes
First in suite of ESG funds for UK investors
Delegated to Dolan McEniry
Sustainable and responsible investment vehicles unveiled
Firstly, equities. The companies we invest in continue to pay their dividends, even when many others are cutting or suspending theirs and/or raising equity.
As multi-asset investors focused on income generation, we do not think going against global central banks is prudent, and until we see a meaningful turnaround in economic data, our preference for adding to risk is likely to remain for debt over equity...
Richard Briggs joins from CreditSights
The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.
Record outflows in March