Focus

Focus: L&G Multi-Asset Target Return Fund

Partner Insight: Liquidity is an important feature in the listed infrastructure space and the asset management community has a deep universe of investible opportunities.

Partner Insight: As noted by the OECD in their 2017 Transport Outlook report, an efficient transport infrastructure can improve market accessibility, create employment, promote labour mobility and connect communities.

Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...

Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities

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.

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.

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.