Kames Capital

After an event-filled 12 months, industry experts reveal how they are shaping their portfolios coming into 2013.

Kames Capital's head of investment strategy Bill Dinning has quit his role to become an investment strategist for Coal Pension Trustee Services.

Kames Capital's fixed income portfolio manager Stephen Snowden explains the reasons behind the current liquidity crisis in the corporate bond market.

The IMA has been questioning fund groups over their exposure to currencies in their fixed income funds, with the view to tightening sector definitions.

Kames Capital's David Griffiths and David Pringle have removed their short position in UK food retail on the UK Equity Absolute Return fund, as the prospects for supermarkets like Tesco look more positive.

THE BIQ QUESTION

With equity markets more volatile than ever, and safe havens around the world looking vulnerable to a correction, investors have more things than ever to fret over as they try to steer portfolios through the turmoil.

Luxury fashion brand Burberry jumped almost 10% this morning after it reported better than expected trading following its profit warning last month.

Kames Capital's Stephen Snowden has urged investors not to ditch corporate bonds over fears they will be harmed by inflationary pressures brought about by global central banks printing money.

Kames Capital's Euan McNeil and Stephen Snowden have identified three key catalysts that would cause the managers to move risk off in their £419m Investment Grade Bond fund before the end of the year.