There are 38 item(s) tagged with the keyword "Multi Asset".
Displaying: 21 - 30 of 38
Five years ago, we added an investment idea into the Invesco Global Targeted Returns Strategy that incorporated a view on Polish government bonds. We believed then (and continue to believe now) that there are benefits to be found in holding selective, high-yielding emerging market local currency debt – particularly those with attractive currencies and improving economic indicators and fundamentals.
James de Bunsen, Portfolio Manager on Janus Henderson’s UK-based Multi-Asset team, discusses the solid attractions of infrastructure investment.
Property ESG standards: how tenants, landlords and the planet can happily co-exist
Sebastian Mackay from the Henley Multi Asset team shares his thoughts on Modern Monetary Theory (MMT) and how policymakers may be running out of options.
Fund Manager Georgina Taylor travelled to India to meet with an array of experts, ranging from senior officials of the government and the country’s central bank to members of the news media, to see how policy changes are shifting the dynamics for investing.
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, discusses the implications of the US Federal Reserve’s new dovish stance and questions whether patience is always the best approach.
Dean Cheeseman, Fund Manager on the Janus Henderson Multi-Asset Team, discusses the return of market volatility and the opportunities it presents for active managers to generate long-term returns.
It is fair to say that forward guidance doesn’t enjoy a good reputation in the UK. The policy, introduced with some fanfare by Mark Carney on his arrival as Governor of the Bank of England, was meant to give greater clarity about the path of interest rates.
Paul O’Connor discusses the evolution of multi-asset and how this enabled the launch of its Core Income range five years ago.
In this 2 minute video Euan Munro, CEO of Aviva Investors, and his team discuss how effective collaboration is critical in order to remain competitive in multi-asset investing.
Displaying: 21 - 30 of 38