RWC Partners

Convertible bonds offer exposure to the ‘best of both worlds' across bonds and equities, writes RWC's Lakshman Harendran.

ON EUROPE

MANAGEMENT STYLE

Leading fund managers including RWC income duo Ian Lance and Nick Purves have removed US dollar hedges on their portfolios in the view the currency has bottomed, leaving them at odds with currency specialists who predict further falls.

Once upon a time, pensions were the ultimate investor for a hedge fund manager. Retail investors could wait while the red carpet was rolled out for bigger hitters.

The outlook for the global economy may not be as bad as it appears, says Peter Allwright, portfolio manager at RWC Partners.

RWC's Ajay Gambhir says while geopolitical events in the Middle East have sparked uncertainty, there are still plenty of opportunities for long/short investing in Europe.

Ex-Schroders trio unfazed by events in Middle East and Japan

RWC Partners' income managers are holding a 15% cash position in anticipation of a pull-back in equity markets.

ON UK INCOME