The bond ultimatum: responding to interest rate normalisation
Guest blog: Carmignac With central banks firmly on the path towards normal interest rates, the ability to demonstrate flexibility and resilience in all environments will be crucial for professional investors. An active and conviction-driven approach can help with the challenges … Continue reading
Adopting a long-standing approach to emerging markets
Guest blog: Carmignac Authors: Charles Zerah, Fund Manager, and Xavier Hovasse, Head of Emerging Equities and Fund Manager Carmignac Portfolio Emerging Patrimoine: The experience to invest in emerging economies In recent years, emerging markets have regained their rightful place with … Continue reading
High yield bonds: more attractive than leveraged loans?
Guest blog: Schroders weigh in with their latest outlook for high yield bonds There are times when the leveraged loan market can provide attractive investment opportunities, but loans are unlikely to be able to achieve investors’ goals in the current market … Continue reading
Could Melbourne’s house price boom derail its global city status?
Melbourne is the world’s “most liveable” city. If you can afford the property prices, that is. Ryan Bennett, Securities Analyst, Real Estate explores the Australian city and weighs up where it falls in Schroders Global Cities investment index. … Continue reading
A quick reality check in Italy
Paul Craig, manager of the Old Mutual Cirilium Portfolios, discusses a recent trip to northern Italy, where he visited three portfolio companies and gained some perspective on the macroeconomic outlook With politics dominating the headlines of late – amid elections … Continue reading
Seattle’s boom is about far more than Amazon
Ryan Bennett, Securities Analyst, Real Estate at Schroders On the Global Cities blog we focus on centres that people want to live and work in. Although it has its challenges, we believe Seattle is one of these. City: Seattle, Washington Index … Continue reading