Old Mutual

ON UK GROWTH

DEBT

ON UK INCOME

Stewart Cowley, manager of the Old Mutual Global Strategic Bond fund, discusses why huge G6 indebtedness and negative real yields are the major concerns for investors in Europe

ON BONDS

OMAM BOND BLOG

The decision by Standard and Poor's to downgrade the US' prized AAA-rating for the first time came as no surprise to a number of fund managers.

Old Mutual saw profits climb in the first half, driven by cost cutting measures and the performance of its South African banking arm Nedbank, while Skandia saw its profits fall by nearly a third.

Financials still under pressure from unfinished business in the eurozone and the threat of downgrade for banks

Simon Murphy, manager of the Old Mutual UK Select Equity fund, gives Asset TV his view on the micro versus the macro outlook for 2011, and explains how, after a difficult start on the fund, some strong opportunities are starting to come through in the...