A trio of managers talk outlooks, sectors and interesting stocks as the coronavirus bites
Having a ‘quirky numbered name’ has done no harm to Twentyfour Asset Management
Investing in private markets could solve problem of ESG for bond investors
The unwinding of QE puts a shine on gold for those worried about future purchasing power issues
Scope’s top small asset manager Comgest outperforms group’s top large manager Kepler-Fonds, according to Morningstar data
Richard Haxe joins as managing director of European client group from Wellington Asset Management
The move to expand Luxembourg-domiciled fund range comes at a time when many asset managers are rejigging their international distribution strategies as Brexit looms.
With the eurozone currently experiencing deflation, inflation-linked bonds are probably not the first thing on the mind of investors. However, as Brent crude is now back at $48, the only way for inflation is probably up. So should investors start thinking about protecting their portfolios against price rises?
The SLI GARS fund was the best-selling mutual fund in Europe in November, taking in €1bn in net new money. However, there are multi-strategy funds that perform much better.
In part two of a video interview, Andrew Summers explains why he is a big believer in alternative investments, and reveals a couple of his favourite funds in this area.