Colin Fleury, Head of Secured Credit, London, and Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.
Can Narrow Mid-Cap Leadership Continue?
Considering the long-term view on the most expensive mid-cap stocks.
From Bond Glut to Bond Drought: A Strategic Fixed Income View
Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Asia for dividends: comparatively resilient
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
Global Sustainable Equity: news and opportunities (July 2020)
Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis.
From Bond Glut to Bond Drought: A Strategic Fixed Income View
Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Investment Trust Sectors
It can be daunting to pick between one or more of the over 400 investment trusts available. The AIC has created a guide that should give you a good feel for the type of trust which best suits your need.
Global Sustainable Equity: news and opportunities (July 2020)
Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.
A More Stable Outlook for the European High-Yield Market
The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.
Global Sustainable Equity: news and opportunities (July 2020)
Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.