PARTNER INSIGHT:The challenge for the UK Equity Income sector over the coming months will not be the often-discussed search for dividends, but how managers will navigate the potential volatility of the domestic UK equity markets.

Colin Morton, manager of the Franklin UK Equity Income Fund on how he approaches equity valuations and why he remains unconcerned about inflation.

Modified duration has played an important part in the Carmignac Portfolio Unconstrained Global Bond fund ever since it was launched, and over the past 18 months in particular.

Alex Ralph, manager of the £1.2bn Artemis High Income Fund, explains why she remains concerned in regards to the outlook for the UK market and has turned her attention to Europe instead.

The Carmignac Portfolio Unconstrained Global Bond team explains why it has upped its exposure to energy and financials. The team also share with us what it sees as the future for fixed income investing as rates and inflation begin to rise.

While the Artemis High Income Fund, managed by Alex Ralph, does not adhere to any specific benchmarks, it does instead focus on achieving an 'above average' and relatively high level of income by investing in bonds and some higher yielding equities too....

Insight into the Carmignac Portfolio Unconstrained Global Bond strategy

As strategies investing in credit for capital growth struggle in today's difficult market environment, Artemis' Alex Ralph explains why the best option for some investors may be to look at strategic bond funds that provide a higher income and an element...

Changes in markets have disrupted traditional investment models ever since the global financial crisis nearly a decade ago. Geopolitical events in particular have continued to test investors who want to outperform a benchmark.

Alex Ralph, manager of the £1.2bn Artemis High Income Fund, explains her fund's strategy which aims to look 'through' market risks 
and economic cycles to achieve its target income and capital growth