PA Video Insight: Return on capital balancing return of capital

Added 2nd November 2016

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

The key to fixed income investing right now, according to T. Rowe Price’s Arif Husain is knowing exactly what you're trying to deliver. For him it is the trio of returns, capital preservation and diversification so listen in to find out how he does so within a global, unconstrained portfolio.

He explains what he sees as the biggest risk to all bond fund managers right now - correlation with equities - as well as the biggest opportunity, all in the name of him providing a balance between being defensive while still generating consistent, positive returns in a low-yielding world.

Kames Income Hub

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Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

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Kames High Yield Bond
Kames High Yield Bond

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About Author

Gary Corcoran

Director

Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

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