Partner Insight

Can Investec Asset Management’s ‘defensification’ process assist in protecting investor capital?

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

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

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.