Market insight: unconstrained bond investing
In this paper Legg Mason explore unconstrained fixed income investments and how this may offer investors the flexibility needed in today's environment.
View ArticleUnconstrained bond investing
Unconstrained fixed income investments may offer the flexibility needed in today's environment. Actively managed strategies that go beyond traditional benchmarks may provide expanded opportunities...
View ArticleGrowing an asset management brand in the UK
Despite being one of the largest asset managers globally, Natixis Global Asset Management is a relative newcomer to the UK. Chris Jackson, head of UK retail at the group tells Lawrence Gosling how the...
View ArticlePolitical Risk & Political Patronage
We are now less than three months away from a General Election that is expected to be one of the most closely fought in the post-war era. This paper summarises the thoughts of fund managers Jan Luthman...
View ArticleFinding value following the end of US quantitative easing
Hollie Briggs, product manager on the US Equity Leaders Fund at Loomis, Sayles & Company, tells Lawrence Gosling how the quality of a company is always the starting point for the fund’s strategy,...
View ArticleHow did global political events effect your fund in 2014?
2014 saw numerous geo-political events affect emerging markets, and the US finally saw the end of its QE programme. Daniel Nicholas, at Harris Associates, explains how a focus on the ‘micro’, and...
View ArticleWhy investors need to be ready for a return to a more ‘normal’ rate cycle
Vincent Chailley, CIO of H2O Asset Management, and co-manager of the H2O Multi Returns Fund, tells Lawrence Gosling why his fund is well-positioned to take advantage of rising interest rates, as global...
View ArticleSmart Beta – It’s hard to define but I know it when I see it!
In this commentary Robert Swift, Lead Portfolio Manager of Newscape’s New Perspectives EM Equity Income Fund considers the future for smart Beta index funds and what we believe might happen in active...
View ArticleStrategically strategic – Attractions of Strategic Bond funds
Not all strategic bond funds are quite as 'strategic' as their title may suggest.
View ArticleWhy it's good to be selective: Strategic Bonds
With strategic bond funds, you need to look carefully at the ingredients. Not all fixed income markets behave in the same way and the performance between them differs significantly. Actively allocating...
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