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
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
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?
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?
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.
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.
Mortgage-backed securities are a different beast today to the structures available ahead of 2007-08 and with low yields and expensive valuations in other asset classes investors should include them in their search for alternative sources of returns.
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.
As there are more headwinds than tailwinds influencing investment strategies today the demand for investments that are uncorrelated to equities and bonds is on the rise.
With the Brexit referendum scheduled for 23 June, how much risk is priced into the market and is the current volatility a long-term buying opportunity?
Thank you to those who joined us to help celebrate Last Word’s 10th anniversary on Wednesday 2 December. It was wonderful to have so many of you there and sorry to those that couldn’t make it, we missed you! Here are some pictures to remind you of the evening and to show those of you…
Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.
Collaboration across regional equity teams identified Ryanair as an investment opportunity that the market itself did not.