Investors who want to avoid volatility in the fixed income market due to interest rate rises in Europe and the US should look towards Asia, according to Arif Husain, head of international fixed income at T. Rowe Price. He explains to Citywire Global why investors need to manage risks and take advantage of opportunities at a time when central bank policy is less predictable. Continue reading “Go east to avoid bond market volatility, says T. Rowe chief”

Fund selector favourite Nicolas Walewski has heralded the performance of UK online takeaway business Just Eat after the firm posted strong figures for the first half of the year, reports Citywire Global. Here, he explains why the online takeaway business is capitalising on changing consumer patterns to become one of the few really relevant internet plays in the European market. Continue reading “Nicolas Walewksi bites into online takeaway chain”

The government selling 5.4% of its RBS stake provides an opportunity according to industry experts – but it will be years before investors should buy in. Brian Cullen, manager of S.W. Mitchell Capital’s UK Fund, tells Portfolio Adviser that patience is the best policy even if the sector is making steps forward.  Continue reading “Investors should hold fire on RBS”

While recent speculation around interest rate hikes spell trouble for bonds and certain sections of the equity market, some investments have been shown to be better insulated than others. Portfolio Adviser examines five funds – managed by Neuberger Berman’s Jon Jonsson, T. Rowe Price’s Scott Berg, Ardevora’s Jeremy Lang, Hermes’s Fraser Lundie, and Evenlode Income respectively – that could soften the ride for investors. Continue reading “Five ways to insulate against interest rate risk”

Investment should incorporate an optimal societal outcome for savers, says Hermes CEO Saker Nusseibeh. Here, he explains to FTfm why savers should be given a say in the architecture of the financial system in a post-crisis world.  Continue reading “Systemic moral hazard is embedded in the economic world view”

Manager of the Evenlode Income Fund Hugh Yarrow tells What Investment which income stocks he has been buying for value over the last month. Continue reading “The two best value income stocks for UK investors right now, by top performing income fund manager”

Liability driven investment strategies account for a massive slice of pension fund assets and the market is still growing. Redington’s David Bennett speaks to Portfolio Institutional about where LDI can go from here. Continue reading “LDI: heading to safety”

Tim Crockford, co-manager for the Hermes Sourcecap Europe ex-UK fund  assesses four key factors that will influence the direction of European equity markets in this Investment Europe article. Continue reading “Hermes’ Crockford unpicks the key issues influencing European markets”

Neuberger Berman’s Jon Jonsson, senior portfolio manager for global fixed income strategies at the US group, explains to Citywire Global why he has retained a short position on German bunds despite a slight improvement following major volatility. Continue reading “Stay short bunds, the pain isn’t over, says fixed income veteran”

Care homes appeal to people on few, if any, levels. But John Godden of Montreux Capital Management urges investors to look at the demographically driven sector as an alternative to fixed income.  Continue reading “Inside view: A caring home with fixed income”