Partner Insight

Fund managers John Stopford and Jason Borbora explain the dangers of using ‘simple’ correlation figures to determine investment suitability

Having managed UK equities for more than two decades, fund manager Colin Morton reveals how he has delivered a steady combination of capital growth and income in the Franklin UK Equity Income fund

Diversification today may require investors to look beyond traditional labels

Can Investec Asset Management’s ‘defensification’ process assist in protecting investor capital?

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.

The ability to manage different opportunities and risks as they appear is a key component of a multi-asset strategy, says Toby Nangle, EMEA Head of Multi-Asset at Columbia Threadneedle

Gary Herbert, manager of the Legg Mason IF Brandywine Global Income Optimiser Fund, explains how he identifies risk in fixed income markets and why US high yield is in favour.

Toby Nangle, EMEA Head of Multi-Asset at Columbia Threadneedle, believes that proper portfolio diversification, along with an absolute return solution which lasts through the retirement cycle, is key to managing today’s episodically volatile market

Gary Herbert, manager of the Legg Mason IF Brandywine Global Income Optimiser Fund, explains the fund's investment process and why a margin of safety is as important in fixed income as it is in equity markets