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Modified duration has played an important part in the Carmignac Portfolio Unconstrained Global Bond fund ever since it was launched, and over the past 18 months in particular.

Neptune's Chief Economist and CIO James Dowey explains why he is increasingly cautious about the outlook for the UK economy and consumer, and believes UK investors will have to be highly selective as a result.

Quantitative easing (QE) has resulted in heavily indebted developed economies and has had varying degrees of success. The question now for QE is not about how much, but how much longer?

Alex Ralph, manager of the £1.2bn Artemis High Income Fund, explains why she remains concerned in regards to the outlook for the UK market and has turned her attention to Europe instead.

The Carmignac Portfolio Unconstrained Global Bond team explains why it has upped its exposure to energy and financials. The team also share with us what it sees as the future for fixed income investing as rates and inflation begin to rise.

Sorting Through the Noise

Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).

While the Artemis High Income Fund, managed by Alex Ralph, does not adhere to any specific benchmarks, it does instead focus on achieving an 'above average' and relatively high level of income by investing in bonds and some higher yielding equities too....

Insight into the Carmignac Portfolio Unconstrained Global Bond strategy

The global robotics market is expected to grow by 10% yearly until 2025, according to Boston Consulting Group. The uptick is projected to be driven by an increase in consumer demand, as well as falling prices and an increase in private investment in robotics....