The outlook for fixed income
In this video, Ariel Bezalel, Harry Richards and Matthew Morgan discuss the current environment for fixed income investing and share their outlook.
Finding great companies in Europe
Mark Heslop, Fund Manager, European Growth, explains why pricing power is so important for companies today, and provides a brief introduction to the fund.
How We Find Excellence in Europe
Mark Nichols provides insight into how the investment team identifies excellent companies to invest in for the long term. Mark says the team seeks out European businesses with strong franchises and sustainable competitive advantages that allows these companies to charge high prices for their products or services.
Absolute return fixed income: Mark Nash’s outlook
Mark Nash gives his outlook for fixed income markets and explains the merits of an ‘absolute return’ approach to the asset class.
A question of trust: crypto assets, gold, silver, and the future of the global monetary system
Are we about to push reset on the global monetary system? Since 2008 the revolution in central bank policy has been extraordinary and fiat currencies, totally reliant on trust, have been undermined arguably to breaking point.
Bonds: seeking returns amid low-to-negative interest rates
Award-winning fund manager Mark Nash shares his outlook for global bonds, and discusses the importance of a flexible mandate in a low-to-negative interest environment.
Quick thinking from active minds
The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Quick thinking from active minds
To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.
Gold renaissance: Investors rediscover the power of gold
Ned Naylor-Leyland, Head of Gold & Silver, discusses what’s driving monetary metals this year. Is loose policy from a Democrat US government good news for gold investors?
Webcast recording: In Europe – are you going where the growth is?
What effect is so-called ‘reflation trade’ having on long duration ‘quality growth’ businesses and why are European smaller companies so attractive?