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Seeing stretched valuations in bonds
Set to benefit financials
Which funds topped the chart?
UK elections will throw up opportunities
Previously worked on multi-asset portfolios
Saw inflows of £650m
IA lowered the yield hurdle from 110% to 100%
Supporting Stephen Adams
Witold Bahrke, senior strategist at Nordea Asset Management, discusses how sustainable the recent stockmarket rally is and what is in store for bonds.
Flows into developed market equities
Joined start-up firm last year
Performance of commodities has big impact on markets
Computer process investing through ETFs
Impacts UK investors
Fears over competition
Sterling climbs to seven-week high
Next part of managed separation
Congress delaying Trump's proposed reforms
Amid rapid growth of passives
Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
Stabilisation in India and China
When he was looking to join the investment management industry, Brian Cullen was keen to avoid being "pigeon-holed" at the very beginning of his career, as he was attracted to the opportunity to pick stocks across a wide variety of sectors.