Kames Capital

Kames Capital CEO Martin Davis talks to Anna Fedorova about Scottish independence, rebranding, and the group's plans to diversify away from the fixed income space.

Bond investors have expressed concerns over "aggressive" terms and conditions that are increasingly being imposed by issuers of floating rate loans.

Kames' Stephen Snowden has said the bond bears' argument that normalising US and UK monetary policy will be the death knell for fixed income is unfounded.

Mid-cap stocks have suffered a harsh and indiscriminate sell-off in recent weeks, and managers have pointed to liquidity concerns as a possible trigger for the falls.

Kames Capital's CEO Martin Davis warned the Scottish independence debate will be much closer than anticipated, resulting in wide and long lasting ramifications for the UK and Europe.

How to choose an absolute return fund

Kames Capital is considering a move into the multi-asset absolute return space, following strong inflows into its existing absolute return products and the outstanding success of the multi-billion pound GARS franchise.

Some of the UK's biggest bond and absolute return funds are shorting short-dated government bonds and buying into long-dated debt in what is being dubbed the ‘curve flattener' trade.

Kames Capital's head of fixed income David Roberts has warned new instruments within the fixed income market could be wiped out - losing holders their entire investment - if markets turn south.

Old Mutual Global Investors has attracted the most retail inflows of all fund groups in the first quarter of the year, as investors flock to the group's UK star Richard Buxton.