With increased market volatility and the impact of global political events, Legg Mason's Gary Herbert explains why investors need to watch out for liquidity red flags in many areas of the fixed income market
Gary Herbert, portfolio manager at Legg Mason subsidiary Brandywine Global, explains his multi-sector approach to achieving value across different bond segments
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
The global robotics market is expected to grow by 10% yearly until 2025, according to Boston Consulting Group. The uptick is projected to be driven by an increase in consumer demand, as well as falling prices and an increase in private investment in robotics....
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.