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.
The ability to manage different opportunities and risks as they appear is a key component of a multi-asset strategy, says Toby Nangle, EMEA Head of Multi-Asset at Columbia Threadneedle
Gary Herbert, manager of the Legg Mason IF Brandywine Global Income Optimiser Fund, explains how he identifies risk in fixed income markets and why US high yield is in favour.
Toby Nangle, EMEA Head of Multi-Asset at Columbia Threadneedle, believes that proper portfolio diversification, along with an absolute return solution which lasts through the retirement cycle, is key to managing today’s episodically volatile market
Legg Mason's Herbert: 'People think about margin of safety in the equity markets but perhaps not enough in fixed income'
Gary Herbert, manager of the Legg Mason IF Brandywine Global Income Optimiser Fund, explains the fund's investment process and why a margin of safety is as important in fixed income as it is in equity markets
With increased market volatility and the impact of global political events, Legg Mason's Gary Herbert explains why investors need to watch out for liquidity red flags in many areas of the fixed income market
Gary Herbert, portfolio manager at Legg Mason subsidiary Brandywine Global, explains his multi-sector approach to achieving value across different bond segments
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
The global robotics market is expected to grow by 10% yearly until 2025, according to Boston Consulting Group. The uptick is projected to be driven by an increase in consumer demand, as well as falling prices and an increase in private investment in robotics....
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.
Robotics have already revolutionised our manufacturing processes and they are now about to change our lifestyles as well, according to Johan Van der Biest, senior fund manager at Candriam Investors Group.
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