PARTNER INSIGHT:The challenge for the UK Equity Income sector over the coming months will not be the often-discussed search for dividends, but how managers will navigate the potential volatility of the domestic UK equity markets.
With Stuart Kirk, Head of Deutsche Asset Management's new Global Research Institute: The rise of passive is a phenomenon. Even better, its success is widely considered a good thing, with index vehicles such as exchange traded funds giving investors more...
For professional advisers only. Not to be relied upon by retail investors
With yields suppressed in the developed world and improving fundamentals, now could be a good time to increase allocations to Emerging Markets (EM).Each EM is unique, and differences in economic drivers require each country to be evaluated on its own...
Years of aggressive monetary accommodation have kept rates low and returns high across developed world bond markets. But yields are drifting higher, central banks are a little less cautious and inflation could be on the mend. We are, finally, nearing...
with Max Godwin, Portfolio Manager of Eastspring Investments – Japan Smaller Companies Fund (the “Fund”)
Low bond yields make it hard for investors to get proper compensation for the risks they're taking. This means they need to cast their nets as wide as possible and absolute-return type strategies can help them do it.
Barry Widdows, Head of Multi-Asset Portfolio Management at Prudential Portfolio Management Group (PPMG) invites us into the analytical environment and close working relationships involved in managing multi-asset portfolios.
In the hunt for yield, investors need to be creative - looking further afield for diversification and dividends. But one attractive, often overlooked market is Japan.
The ability to manage different opportunities and risks as they appear is a key component of a multi-asset strategy, says Toby Nangle, EMEA Head of Multi-Asset at Columbia Threadneedle