Tim Beck, head of credit and event driven strategies at Stenham Asset Management, tells Alpha Sight the reasons he is concerned about the traditional high yield market. Continue reading “Investors should be concerned about HY debt”

In this Alpha Sight update, Barry Norris, founding partner of Argonaut Capital, explains why a potential ‘Grexit’ or Greek default could be a good buying opportunity in European equities. Continue reading “What will ‘Grexit’ mean for European equities?”

The recent increase in high-profile fund manager moves between asset managers creates disruption for the managers, investors and advisers as the industry becomes more global, experts say. Redington’s Mitesh Sheth explains to Fundweb what might incentivise a fund manager to leave.

Continue reading “Rise in fund manager moves ‘disruptive’ for industry”

The opening of the Saudi Arabian market can help the country further push away from the international belief it is only a play on its oil-rich image, T Rowe Price’s Citywire A-rated Oliver Bell tells Citywire Global. Continue reading “Saudi market opening can end ‘oil only’ story, says T Rowe star”

Investors have a seemingly insatiable appetite for income, so FE Trustnet has looked across the three AFI portfolios to see which funds are tipped for cautious, balanced and aggressive investors. Oliver Russ’ FP Argonaut European Income fund features in all three AFI portfolios. Continue reading “The income funds that advisers say every investor should own”

Saudi Arabia is looking for “activist investors,” the head of the country’s stock exchange told CNBC on Monday, as it opened to foreigners for the first time. Oliver Bell, manager of the T. Rowe Price Africa and Middle East Fund, adds the opening is “an exciting development,” because of the size and the depth of the market, as well as the variety of stocks available. Continue reading “Saudi Arabia hopes for ‘activist investors’ as bourse opens up”

Investment Week reports Hermes Investment Management has added to its fixed income range with the launch of an Absolute Return Credit fund. Continue reading “Hermes unveils Absolute Return Credit fund”

With the revival in interest in Pan-European equities comes big decisions for stockpickers. Attractive valuations turn heads, but with such disparate economies involved, broad sector biases are a requisite in increasing your chances of delivering alpha. For Alken’s Nicolas Walewski, it was the 2008 global meltdown – not the subsequent eurozone crisis – that taught him the most valuable lessons about macro swings. Continue reading “Staying on course through the macro headwinds”

In this Alpha Sight update, the co-CEO of Redington Rob Gardner explores the options for pension funds seeking to lock in additional yield from credit portfolios Continue reading “How pension funds can boost credit yields”

The widely-held market belief that a weaker euro is driving eurozone growth is misguided, according to Hermes Investments’ head of equities. Andrew Parry explains to Citywire Global why the region’s growth prospects have in fact been boosted by several other factors. Continue reading “Weak euro is not driving eurozone’s growth, says Hermes’ Parry”