As the conventional high yield trade becomes distinctly more crowded, investors should consider the private debt market, says Stephen Walker, head of equities research and market strategy at Ashcourt Rowan.
When investors consider how to position themselves within fixed income markets, their two primary considerations are how much exposure they have to interest rates, and how much credit risk they should...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points