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Alastair Gunn and Rhys Petheram: Approach to risk and why diversification is of key importance

Published by : Jupiter

Alastair Gunn and Rhys Petheram, co-managers of the Jupiter Distribution Fund Range, discuss their approach to managing risk within the portfolios and why they believe diversification is of key importance.

Published: 18 October 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

Europe: it’s never late to reflate

Published by : Old Mutual Global Investors

Paul Shanta, co-head absolute return government bonds, discusses how to take advantage of the nascent recovery underway in the euro area.

Published: 18 October 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Latest from Lyxor: Central banks give markets a nudge

Published by : Lyxor

The IMF hailed this year’s economic recovery by upgrading its growth forecasts this week. The global economy is now in the

Published: 18 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Income insights: Better for bonds, for now

Published by : Lyxor

Earlier this year we were rather pessimistic about the outlook for bonds. There were so many factors at play it looked like 2017 really would be the year the bond bubble finally burst. Not for the first time, those expectations have been confounded. Fast forward a few months and things are looking a

Published: 12 October 2017

Business Area: Fixed Income

Type: Portable Document Format (.pdf)

Latest from Lyxor: Normalisation has begun

Published by : Lyxor

With the Fed starting its balance sheet reduction and seemingly true to its path towards tightening, we expect Treasury yields to move higher. The Fed believes the US economy is running above potential, and we agree with Janet Yellen that wage inflation will eventually return. Negotiations on

Published: 12 October 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

Four lessons from the Taper Tantrum

Published by : Legg Mason Global Asset Management

Emerging Markets are more resilient to any potential new taper tantrum as their spreads are higher and their currencies lower relative to 2013.

Published: 12 October 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

CoCos: The evolution of a market

Published by : Old Mutual Global Investors

Rob James, co-manager of the Old Mutual Financials Contingent Capital Fund, charts the growth of CoCos from the aftermath of the global financial crisis to today.

Published: 04 October 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Asset Allocation Update | Is a bond market sell-off around the corner?

Published by : Columbia Threadneedle Investments

With investment grade and high yield bonds on a strong run from a risk/reward perspective, our Multi Asset team review their weighting in this area and its impact on their wider outlook.

Published: 10 August 2017

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

What’s to be made of the “Trump reflation trade”?

Published by : Eaton Vance

Eaton Vance’s Chief Income Investment Officer, Payson F. Swaffield, comments on the effects that Trump's presidency has on the stock and bond markets

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Capitalising on the growth of the global high-yield market

Published by : Eaton Vance

High-yield investors today have many investment choices from corporate issuers across the globe. This paper explores how to capitalise on the growing high-yield market.

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)