12 08
In Investment Week, Brendan Gulston, manager of the LF Gresham House UK Multi Cap Income Fund, and Tony Yarrow, manager of the TB Wise Multi-Asset Income Fund, discuss “tentative signs of a recovery” in both dividends and M&A activity. Link
11 08
“Now is the time to focus on high-quality promising businesses, which have the capacity to grow and pay dividends in the future.” In FE Trustnet, Ken Wotton, investment manager of the Baronsmead VCTs at Gresham House, highlights opportunities in small caps which can generate consistent dividend payments in the long term. Link
11 08
In Citywire Selector, AAA-rated Rogier Quirijns, head of European real estate at Cohen & Steers and Nathan Sheets, chief economist at PGIM Fixed Income, discuss positioning and whether there is a short-term threat of inflation returning to markets. ‘If all the stimulus packages do lead to above target inflation, we do believe the listed market […]
7 08
In IPE Real Assets, Cohen & Steers’ Marc Haynes, head of institutional business, EMEA, shares his thoughts on whether the FCA’s plans to introduce redemption notice periods will undermine the appeal of open-ended property funds in the UK. “We have long called for the FCA to take action on the liquidity mismatch inherent in open-ended […]
7 08
“We identify companies that private equity or private equity-minded trade buyers may look at and want to acquire.” Ahead of the 5-year anniversary of Gresham House Strategic, managing director Richard Staveley speaks with FE Trustnet’s Anthony Luzio to give an update on the fund’s portfolio positioning and its unique approach to small-cap investments. Link
6 08
In Investment Week, Marc Haynes, head of institutional business, EMEA, provides an outlook on measures outlined by the Financial Conduct Authority to address the liquidity mismatch in open-ended property funds. “We believe that the proposals outlined should most importantly ensure that investors will be treated more fairly and enable fund managers to better focus on […]
5 08
“At SYZ Capital, we are poised to take advantage of these market conditions, but remain patient and disciplined, two key success factors when investing in a downturn.” In Investment Week, Olivier Maurice, managing partner at SYZ Capital, highlights ten warnings that illustrate the potential long-term alpha opportunities for alternative investors. Link
4 08
In Citywire Selector, Thede Ruest, head of emerging market debt at Nordea Asset Management and Gorky Urquieta, co-head of emerging markets debt at Neuberger Berman, explore the realities of Argentina’s $65bn debt deal. Link
28 07
“Gold equities are still very much under-owned by global investors and we believe there is further upside.” In Investment Week, Vincent Ropers, co-manager of the TB Wise Multi Asset Growth Fund, highlights gold as a defensive hedge. Link
28 07
In FE Trustnet, Laurence Taylor, global equities and portfolio specialist at T. Rowe Price discusses how the sector-outperforming Global Focused Growth Equity fund has fared in 2020, highlighting the team’s ‘benchmark-agnostic investment approach to sourcing opportunities.’ Link