David Roberts, head of fixed income at Kames Capital, has said the lowest- and highest-risk assets in fixed income are coming "under pressure" from current market conditions, with emerging market debt looking particularly vulnerable.
He said: "We believe there is a set of circumstances where you could see the traditionally low-risk parts of the market, like gilts and the bund, and the high-risk parts of the market like EMD both come...
Tavistock plans fundraising
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.
Latest news and analysis