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,...
Joins from Fidante Partners
Manager leaves after eight years with firm
As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.
The good news for investors over the last year is that absolute returns have been positive, but the bad news is that valuations have been pushed up as fundamentals have moved in the opposite direction. The question now is: how does this divergence get resolved in 2020 given that central banks have delivered?
Multi-asset offering investing in ETFs and index funds
Pursuing career in academia
Our latest podcast out now
Which products should investors keep an eye out for?
Thawing of geopolitical tensions behind positive outlook
Equities and bonds have moved in lockstep
As of January 2020
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
More than half predict huge spike over the next 12 months
Will report to CIO, multi-asset & macro Peter Fitzgerald