The location and timing of the next recession is a key asset allocation concern for Heartwood Investment Management, with the firm currently predicting a downturn originating in the US in late 2019, according to investment director Graham Bishop.
Bishop, who joined Heartwood from Citibank in May 2017 and is responsible for tactical asset allocation, said "mounting inflation pressure" and its impact on central bank policy is another area the team...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
How are VCTs and EIS products doing?