JPMAM's Andreas Michalitsianos (pictured), manager of the JPM Sterling Corporate Bond fund, discusses how investment grade corporate bonds can act as a buffer in a rising interest rate environment.
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Sterling's weakness after the Brexit vote should be seen in the context of longer-term concern regarding the UK's current account deficit, writes EFG Asset Management chief economist Daniel Murray.
The precipitous drop in sterling is set to boost dividend payouts from UK blue-chip companies this year. But this should not be taken in isolation by investors as a signal to buy.
Royal London Asset Management (RLAM) Equity Income fund manager Martin Cholwill believes there is a danger of investors concentrating too heavily on pension deficits when looking at UK companies - despite the fact deficit figures have spiralled in recent...
Uncertainty about what Trump may do
Increased demand for currency diversification