Aviva Investors, the global asset management arm of Aviva, expects economic activity to continue to revive in the second half of the year, as lockdown measures imposed to inhibit the spread of the Covid-19 virus are gradually eased.
Major developed nations including the UK could start issuing 100-year bonds to help pay for their spiralling coronavirus debt piles, Sandra Holdsworth of Kames Capital says.
The US is a safe haven for income seekers despite ‘ridiculous’ warnings that dividends will not return to 2019 levels for six to seven years, according to Mark Peden, co-manager of the USD450 million Kames Global Equity Income Fund.
The 2008 financial crisis revealed many corporate governance deficiencies at alternative funds. Twelve years on, Covid-19 is causing a different set of challenges. Bill Prew, CEO of independent depositary INDOS Financial, assesses whether governance practices in the industry have improved and if investors’ interests are now being better safeguarded.
By Stephen Snowdon, manager of Artemis Corporate Bond Fund
After a tumultuous two months in markets and with corporations scrambling to fortify their balance sheets, what can we expect from corporate bonds? Stephen Snowden, manager of the Artemis Corporate Bond Fund, shares his views.
By Joe Mares, manager of the Trium ESG Emissions Impact Fund
While the recent turmoil in the oil markets might seem extraordinary, history shows the present situation is a return to the past, argues Joe Mares, manager of the Trium ESG Emissions Impact Fund.
The longest equity bull market in history (at least for the US) came to an end on 19 February, just a couple of weeks short of its 11th birthday. In the midst of our pandemic crisis, Eoin Murray, Head of Investment at the international business of Federated Hermes, refreshes his study on bear markets in order to understand their characteristics and prospective recovery profiles…
Investors around the world are currently facing two major issues: the immediate one of whether their portfolio is protected from the sudden and savage economic shock caused by the tragic health pandemic, and secondly, what the investment landscape will look like once we have been through its worst effects.
By Mark Walker, Managing Partner at Tollymore Investment Partners -
Institutional investment management is broken. Asset gathering business objectives and gold-plated cost structures magnify the imperative to grow AuM.
David Winans, credit analyst for PGIM Fixed Income's US investment grade credit research team, says the oil industry isn't just sinking, its completely 'underwater'…