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Why Trump’s woes are a blessing for EM debt

Published by : Old Mutual Global Investors

The Trump administration is being thwarted from advancing its agenda while global growth remains solid, says John Peta, head of emerging market debt at Old Mutual Global Investors

Published: 21 September 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Video games could prove to be disruptor in digital age

Published by : T. Rowe Price International Ltd

Over the past decade, the consumer video game market underwent a significant transformation. The net result has been a durable and consumer-friendly business model with impressive global consumption growth.

Published: 19 September 2017

Business Area: Investments

Type: Other

Playing the long game: Investing effectively beyond the market cycle

Published by : Hermes Investment Management

True long-term investing is still extremely rare when it comes to active management in the public markets. In his paper, ‘Playing the long game: Investing effectively beyond the market cycle’, Eoin Murray, Head of Investment at Hermes Investment Management, looks at how long-term investing could be

Published: 19 September 2017

Business Area: Investments

Type: Other

Everything is expensive

Published by : Old Mutual Global Investors

Huw Davies, investment director, Old Mutual Absolute Return Government Bond Fund, discusses whether we are living through a period of excessively high valuations across asset classes.

Published: 19 September 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Direct Lending: The skills needed to manage loans throughout the cycle

Published by : Hermes Investment Management

The combination of dramatically reduced bank lending to mid-market businesses since the financial crisis, combined with the strong demand for credit from these companies, has drawn a large number of new entrants to the direct-lending market.

Published: 17 August 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Why relaxed investors could soon feel the heat

Published by : Hermes Investment Management

Markets are running hot in 2017 and markets are apparently cool with this. Here we check the temperature gauges for accuracy and identify potential risks that investors should consider as we progress through the third quarter.

Published: 17 August 2017

Business Area: Investments

Type: Other

How using a modified duration strategy can help navigate market woes

Published by : Carmignac

The synchronisation of global growth and inflation, and the positive outcome from a number of European political events this year has been a welcome surprise and Carmignac believes countries such as France and Italy could now see an acceleration of growth.

Published: 11 August 2017

Business Area: Investments

Type: Other

Go for consistency of returns, not spectacular returns

Published by : Columbia Threadneedle Investments

Colin Moore, Global CIO discusses where he sees investment opportunities and risks in today’s markets in this Q&A, and describes why he believes investors value a consistent approach to investing now more than ever.

Published: 10 August 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Origination is key to success in direct lending

Published by : Hermes Investment Management

Patrick Marshall, Head of Private Debt & CLOs at Hermes Investment Management,discusses the options for loan origination.

Published: 09 August 2017

Business Area: Investments

Type: Other

How to sustain a higher income through market cycles

Published by : Artemis Investment Management

Alex Ralph, manager of the £1.2bn Artemis High Income fund, explains her fund’s strategy which aims to look ‘through’ market risks 
and economic cycles to achieve its target income and capital growth.

Published: 07 August 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

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