Industry Voice

In this video update, Ainslie McLennan, co-manager of the Henderson UK Property PAIF, highlights that rental income remains the foundation for investing in the asset class and reveals how the fund is positioned as we head into 2017.

The Standard Life Investments UK Equity Income Unconstrained Fund

Kenichi Amaki, Portfolio Manager, Matthews Asia

A distinctive proposition

Macro drivers have had a major impact on the UK equity market during 2016. Sector and stock performance has diverged wildly in response to sharp moves in bond yields and currencies. These influences have tended to favour share prices of the UK's largest...

In recent months bond bears have been reinvigorated, and market commentary suggesting the "end of the bond (bull) market is near" has become commonplace. We think these comments are premature.

The video captured Sheldon MacDonald, Architas Deputy CIO discussing how global markets reacted in the hours following the US election result.