Will report to Yoram Lustig
Sticking to low-duration and investment grade amid crisis
Revisiting the growth vs value debate
Managed by Alastair Mundy before leave of absence last month
Monetary stimulus brought into sharp focus
"May you live in interesting times," goes the apocryphal Chinese saying. Whether this is a curse, or a blessing is open to interpretation, as all pithy statements are.
Declines 'modest' due to current state of market
The speed and scale of the market decline has been the defining feature of this market downturn, although this has been matched in unprecedented rapidity of response by both central banks and governments.
20 products selected
Investment Week Select 2020: Video Q&A with L&G Multi-Asset Target Return fund manager Willem Klijnstra
One-on-one meetings with portfolio managers
Franklin Global Targeted Strategies
The myriad monetary policy easing measures observed across the globe allied with (admittedly, more modest) fiscal stimulus from countries such as China, Japan, France and the UK has led investors to believe that economic growth going forward is well underpinned,...
As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.
Multi-asset offering investing in ETFs and index funds
Pursuing career in academia
Which products should investors keep an eye out for?
Thawing of geopolitical tensions behind positive outlook
Equities and bonds have moved in lockstep
It is a nightmare writing an investment piece about the UK.
New Value Investment to offer equity and multi asset funds
$17trn of debt is now 'paying' a negative yield
One of the more important developments in markets since the late 1990s has been the emergence of a negative stock-bond price correlation.
Reviewing their usefulness at a time of intense volatility
Will report to CIO, multi-asset & macro Peter Fitzgerald