Investment

Launches Ards Ventures

Sustainable Development Goals are a matter of urgency

Joined by Simon Prior and Przemyslaw Pietraszek

The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.

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...

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?

High-yield bonds were particularly affected during the March sell-off, and the asset class is still trading at attractive valuations. At a time when listed companies are cutting dividends, we believe that high yield’s income-generating qualities means that it has the potential to deliver superior risk-adjusted returns earlier on in the market’s recovery.

Managers must perform well in boom and bust environments

Profits fall but AUM proves resilient