There does not seem to be much juice left in European high yield at first glance. However, Jon Jonsson, manager of the Neuberger Berman Global Bond Absolute Return Fund, argues the case for allocation to European high yield bonds is much stronger than it looks. Here, he outlines six reasons to be optimistic about European high yield. Continue reading “Six reasons to own tighter European high yield”

In Investment Week and Morningstar’s latest look at the most consistent fund managers across the unit trusts and OEIC universe, Olly Russ’ £107m Argonaut European Enhanced Income remains at the top of the latest rankings. Continue reading “This week’s Consistent 50: Who’s topping the chart?”

In this AlphaScene update, David Coombs, head of multi-asset investments at Rathbones, urges caution on certain higher yielding asset classes as liquidity risks rise. Continue reading “Investors have forgotten 2008 liquidity lessons”

Banks are making a bold return to the portfolios of UK equity fund managers. Brian Cullen, manager of the SWMC UK fund, tells Citywire Wealth Manager why he supports Barclays among others in the sector. Continue reading “Are banks a buy, as Carney hints of New Year rate rise?”

Hugh Yarrow, investment director at Evenlode, tells AlphaScene why he remains bullish on recent pharma laggards AstraZeneca and GlaxoSmithKline. Continue reading “‘Boring’ AstraZeneca & GSK still offer upside”

In this AlphaScene update, founding partner of Argonaut Capital Oliver Russ explains why European equity markets may well have reached an earnings inflection point after years of disappointments. Continue reading “Europe finally reaches earnings inflection point”

Market turmoil in China will prove a greater problem for European equity managers than the ongoing travails of eurozone member Greece, according to Argonaut Capital’s Olly Russ. He explains to Investment Week why the Chinese sell-off is typical bubble behaviour with significant ramifications. Continue reading “Argonaut’s Russ: China a bigger threat to Europe managers than Greece”

Evenlode Income has consistently outperformed and grown its dividend every year since its launch, reports FE Trustnet. Can it be viewed as one of the future greats in the UK equity income space? Continue reading “Can this fund rival the likes of Neil Woodford and Francis Brooke?”

Turbulence in bond markets has left bond investors nervous and cash piles high, but certainty on a few issues could see investors moving back into the market. Portfolio Adviser speaks with T. Rowe Price fixed income specialist Stephane Fertat about the recent bond squeeze. Continue reading “Bond squeeze: The rising risk of policy misstep”

Oliver Bell, manager of T. Rowe Price’s Middle East & Africa Equity and Frontier Markets Equity funds, speaks to Investment Week about the myriad investment opportunities open to the West following the landmark nuclear deal. Continue reading “How to harness the ‘huge potential’ of resurgent Iran”