Scott McKenzie, co-manager of the TB Saracen UK Alpha Fund, says UK equity market is still a global pariah and coupled with an ongoing value rotation this creates strong opportunities for investors.
The GBP47 billion money market fund sector in the UK is “at risk” from negative interest rates, according to AXA Investment Managers’ Nicolas Trindade.
By Francesc Balcells, CIO of EM Debt at FIM Partners, an institutional asset manager focused on emerging markets.
The FED and other central banks launch massive asset purchases, equities and global bonds rally, the market piles on inflation hedges, industrial commodities strengthen, and the dollar dips.
High yield bonds are no longer rewarding duration and credit risk correctly, argues RWC Partners’ Justin Craib-Cox, and investors should consider using convertible bonds to earn equity-like returns as volatility continues to affect markets.
The new Financial Services Bill 2019-21, which is currently going through the House of Commons, clearly sets out the government’s preferences as to how the UCITS and PRIIPs regimes will progress post-Brexit, fund data company FE fundinfo says.
Written by Gareth Davies MP, who was elected as Member of Parliament for Grantham and Stamford in 2019, and formerly served as director of a global asset management firm.
George Lagarias, chief economist at Mazars, on three things investors should watch this week…
The recent sale of USD2.8 billion worth of green bonds by French energy giant EDF could cause a wave of similar issuance from accessing a market that signals a commitment by both issuers and investors to boost their ESG credentials, according to Justin Craib-Cox, co-manager of the RWC Sustainable Convertibles fund.
Ten-year UK gilts could go negative, but they are still attractive – Aegon Asset Management’s Finlayson
Aegon Asset Management (AAM) still considers gilts attractive, even if yields go negative, with government bonds continuing to offer value to investors, according to Colin Finlayson, co-manager of the Aegon Strategic Bond Fund.
Short duration bonds represent one of “the best options” for corporates and investors looking to hold money in cash, says AXA IM's Trindade.