Aegon-owned investment manager
Kames Capital is a specialist investment management business based in Edinburgh and London and owned by Aegon. Its UK and international clients include wealth managers, financial advisers, family offices, pension funds, financial institutions, government agencies and individuals. Kames Capital's heritage dates back to 1831, when the Scottish Equitable Life Assurance Society was founded. It currently has £44.2bn in AUM (as of 31 December 2017).
Repercussions of growing short-termism
'Sell in May and come back on St. Leger’s Day'
IA lowered the yield hurdle from 110% to 100%
Supporting Stephen Adams
European political fears are overstated
Low- and high-risk parts of market under pressure
Backed Nationwide bonds
Opportunities in a number of sectors
Pick-up in US GDP and inflation
Fund managers share their views
Trump will cause first 'zigzag'
Will be co-manager alongside David Wise
'We are in a new era of nuanced investing'
Corporates have the 'firepower' to increase dividends
Follows third fund launch in August
Become 'disillusioned' with absolute return funds
Recognising specialist boutiques and passive investing
Gilt yields returned to pre-referendum levels
Investment Week is pleased to announce the winners of our second Specialist Investment Awards, designed to recognise boutique & specialist fund managers and passive investing.
The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.
Anticipates positive impact of around 5%
Asset class in a "sweet spot"
Formerly sales director at Amundi