EdenTree's Hepworth reduces fixed income exposure for infrastructure plays

Technological disruption a theme to watch, manager argues

clock • 3 min read

As EdenTree's Robin Hepworth approaches the 25-year anniversary of running his £491m Higher Income fund this November, he said he struggles to recall a more anomalous interest rate environment than the one witnessed today.

Hepworth explained the adoption of technology across industries is a major factor that will keep inflation -  and therefore rates - suppressed and it is therefore uncertain when value as an investment style will return to favour - but he is confident it will, in time.  He said: "These things are very theoretical and it is difficult to prove when they might happen but over the long term it always seems to have happened...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Aegon AM launches UK-domiciled global income fund

Aegon AM launches UK-domiciled global income fund

In response to client demand

clock 27 June 2025 • 1 min read
CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

Focus on quality

Charlotte Ryland and Joe Hawkes
clock 26 June 2025 • 4 min read
Almost half of UK investors using social media for financial advice

Almost half of UK investors using social media for financial advice

Many sources 'unregulated and unverified’

Sorin Dojan
clock 23 June 2025 • 2 min read
Trustpilot