There seems little doubt that investors are going to have to be more creative in the year ahead
‘The covid pandemic has been every income fund manager’s worst nightmare’
Fixed income investors weigh up the challenge of trying to generate positive returns as duration lengthens
Kevin Murphy and Nick Kirrage’s Schroder Income fund has seen the largest negative move in Sanlam UK’s biannual Income Study.
Paris based VIA AM has launched two hedged income equity Sicavs with Société Générale that use accounting technology to find companies to invest in and options to reduce risk.
Above everything else, Marta Campello of the Spanish wealth manager Abante Asesores wants fund managers to be transparent. And if they are, that could make the difference between being ditched and being given a second chance.
UK income investors are on alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.
M&G Investments’ Richard Woolnough has said he sees a move away from the UK as a capital markets centre in favour of the US developing, and is tweaking his fund’s holdings accordingly.
Retail investors expect their investments to produce an income far beyond what they can reasonably hope for, according to the annual Schroders Global Investor Study.
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?