Asian Fixed Income: pricing, liquidity and sentiment
In our latest view on the Far East, from the Far East, Fidelity International's global head of investment directing for fixed income, Luc Froehlich, discusses default rates, leverage, threats and opportunities when it comes to investment grade debt and high yield.
Realities bite for US economy
There's been swift action by the Federal Reserve and a $2.2trn stimulus package passed by Congress but economic troubles and social pressures lie ahead of the world's most powerful nation. We catch up with Megan Greene, global economist and senior fellow at the Harvard Kennedy School to find out more.
Turning policy into practical economic help
The UK government has big plans to help corporates and households out during the lockdown but does it have the transmission mechanisms in place to make their policies effective? Simon French, Chief Economist at Panmure Gordon gives us his assessment.
The outlook for China's healthcare sector
In the second of our reports from Asia, Franklin Templeton manager Michael Lai discusses why he is factoring in a second wave of Coronavirus, his long-term outlook for the healthcare sector and takes a look at what happens next in the US-China trade war.
Investment Trust Update | March 2020
Which Investment Trusts are thriving in the turbulent times brought about by coronavirus? We take a look at the ever expanding fallout in this Investment Trust update.
Retirement Income Masterclass Hosted by Baroness Ros Altmann | March 2020
As we approach the fifth anniversary of pension freedoms, how has the landscape developed, and can it offer flexibility? Ros Altmann leads a panel of experts through a discussion which also looks ahead to the UK’s 2020 Budget and upcoming potential regulatory issues, ranging from the FCA activity to ESG. Taking part in this Masterclass, we have: Francois de Bruin, Fund Manager, Sustainable Income & Growth, Aviva Investors Andrew Tully, Technical Director, Canada Life Kirsty Anderson, Business Development Manager, Prudential Alastair Black, Head of Wrap platform proposition, Standard Life Learning outcomes: How Pension Freedoms have changed the retirement landscape The upcoming regulatory issues, from FCA activity to ESG The lessons learnt from DB pensions that could benefit DC
Investment Trust Update | February 2020
An acquisition is on the horizon for Jupiter Fund Management, Henderson Opportunities Trust is looking to raise its dividends and Winterflood believes it is becoming harder for smaller investment trusts to be bought. All this and more in this bulletin.
Dilemmas facing Woodford Fund investors
Ryan Hughes, Head of Active Portfolios, AJ Bell joins Olga Hay to talk about what options and problems Woodford Fund investors have, the downfall of the fund and what lessons can be learned going forward for investors.
The equity or the bond market: which is right?
Central banks are primed for far more intervention when it comes to policy, liquidity and QE. J.P. Morgan Asset Management chief market strategist Karen Ward discusses the impact on equity and bond pricing.
The impact of ESG on mining stocks
Evy Hambro, co-manager of the BlackRock World Mining Trust, discusses the impact of China on the demand for commodities and the increasing role of ESG in the sector.
What's focusing professional investors' minds
Simon Elliott, head of research at Winterflood Investment Trusts, reflects on the main themes at the group’s recent investment conference, and on the significance of what didn’t get discussed by the speakers.
Lower expectations from high yield
Invesco high yield bond manager Rhys Davies explains why investors should expect lower returns this year given strong returns in 2019