PA Video Insight: Currency going lower is a good thing for UK mega caps

PA Video Insight: Currency going lower is a good...

Rather than talking about how UK Alpha was positioned ahead of Brexit - before the unexpected result - Richard Buxton talks more about sterling’s likely continued weakness and how it plays to his strengths

Published : 9, Nov 2016
PA Video Insight: Return on capital balancing return of capital

PA Video Insight: Return on capital balancing...

Low yields and high volatility are the menace of all fixed income managers at the moment so broadening the mandate to an unconstrained universe will ultimately help narrow the chances of picking the wrong securities

Published : 2, Nov 2016
PA Video Insight: Quality is a fair sign of value in a volatile emerging market

PA Video Insight: Quality is a fair sign of value...

Emerging markets have had a good start to 2016 but, as over the past few fallow years, risks still abound so investors still need to be targeted in where they invest

Published : 26, Oct 2016
PA Video Insight: GEM debt attractive having ‘troughed at a low level’

PA Video Insight: GEM debt attractive having ‘troughed...

Global emerging market equities and debt have had a tough past three, four or even five years but both have rallied well so far in 2016. So, for GEM debt, where next?

Published : 24, Oct 2016
PA Video Insight: Emerging markets a case of flows not indicating smart investing

PA Video Insight: Emerging markets a case of flows...

Alongside the return to form of emerging market indices fund flows have followed suit and poured into passive funds, yet market inefficiencies mean trackers and index huggers are going to be more prone to greater volatility

Published : 21, Oct 2016
PA Video Insight: Bond investors need to stop running away from duration ‘at all costs’

PA Video Insight: Bond investors need to stop...

As fixed income yields continue to remain low and prices subsequently rise a broader opportunity set and a less conservative attitude to risk from investors is needed to find the enhanced returns they need

Published : 20, Oct 2016
PA Video Insight: Emerging markets redefined as an ever-expanding universe

PA Video Insight: Emerging markets redefined as...

Economics and politics are key drivers to emerging market company performance but investors do not invest in economics or politics so where are the big market and company opportunities right now?

Published : 19, Oct 2016
PA Video Insight: It’s tough at the bottom too …

PA Video Insight: It’s tough at the bottom too...

Companies that can survive and hold a sustainable competitive edge in the current competitive, volatile surrounds are well placed for high yield investors looking for that 5%+ yield

Published : 19, Oct 2016
PA Video Insight: Alternative investing a credit to investors

PA Video Insight: Alternative investing a credit...

Expensive equities, low-yielding bonds, illiquid property and nothing from cash all add up to investors looking at alternative investments but even they had a tough first half of 2016. So where next for alternatives?

Published : 18, Oct 2016
PA Video Insight: Is macro still king?

PA Video Insight: Is macro still king?

At our Summer Congress 2015 the answer to the question ‘macro or company fundamentals?’ as the main driver of returns was firmly ‘macro’. Is it still the same answer?

Published : 18, Oct 2016
PA Video Insight: Are financials the future for income seekers?

PA Video Insight: Are financials the future for...

Capital ratios for US financials are in the best shape they have been since the late 1930s, with the sector looking a good value play with yield opportunities, according to BNY manager John Bailer.

Published : 17, Oct 2016
PA Video Insight: What next for ETFs?

PA Video Insight: What next for ETFs?

ETFs used to be the answer to tactical, short-term asset allocation needs but now there are leveraged ETFs, income ETFs and entire portfolios that are themselves actively managed.

Published : 12, Oct 2016
PA Autumn Congress 2017 - Is macro still king?

PA Autumn Congress 2017 - Is macro still king?...

The annual PA Autumn Congress once again brought the great and the good among the UK’s fund managers and fund selectors to South Lodge in Horsham. The discussion included Brexit but was by no means dominated by it given it is just one of many macro considerations that dominate strategic investment thinking at the moment.

Published : 28, Sep 2016
Lazard Emerging Markets

Lazard Emerging Markets

Talking Factsheets is a video service for users of the Square Mile Academy of Funds website, which identifies the funds that are "best in class" through the Square Mile Investment Consulting Research fund ratings.

Published : 22, Aug 2016

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