Laura Foll, Co-Fund Manager of Lowland Investment Company, highlights activity on the Trust’s portfolio over the last quarter and what investors can reasonably expect over the coming months. Laura also explains how the team’s investment style has led to the Trust underperforming the index in the year to date.
Alex Crooke, Fund Manager for Bankers Investment Trust, explains why his predictions for the second half of the year have changed as political uncertainty continues to hamper business confidence.
Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.
Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.
Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.
Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.
The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.
Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.
The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.
An unprecedented level of disruption has created compelling investment opportunities for those who know where to look, note Portfolio Managers Jeremiah Buckley and Marc Pinto.