What will higher inflation and bond yields mean for equities?
There are two potential spanners that could be thrown into the works
Yield
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Are emerging markets the answer to low yields?
They could be a potential source of income ‘where many assets have stretched valuations and tight spreads’
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Are institutional solutions the answer for retail clients?
Lack of palatable returns have prompted hungry investors to look elsewhere
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Recession not imminent despite flattening yield curve
Spread between two and 10-year treasury yields has fallen from 2.6% to 0.2% in five years
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M&G goes green with ethical high-yield fund launch
M&G Investments has launched an ESG-screened global high-yield bond fund, the company’s first venture into the area of responsible investing.
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Investment trusts switching to quarterly dividends in droves
Yield-hungry investors have had their demands met by an increasing number of investment companies paying out quarterly dividends, new research from the Association of Investment Companies has shown.
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Yield available in EM debt and Asian stocks – JP Morgan AM
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
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ETFs can meet the income challenge – Deutsche AWM
A multi-asset portfolio of income generating exchange traded products (ETFs) can be built to deliver solid returns with a minimal increase in risk, according to research by Deutsche Bank’s wealth management arm.
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S7 Capital Management launches as ‘yield focused’ offshore advice firm
Harpreet Sajjan, who served as an executive director at structured products specialist Mayfields Capital, has launched an independent investment advisory company focused on capturing offshore investment opportunities for high-net-worth individuals.
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RLAM launches absolute
The UCITS-compliant open-ended fund, which opened to investors on 4 December, will focus on the G10 market.
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Asian bonds strongest growing asset class Investec
As western investors grow older, so asset allocators are going to need to go further afield for yield
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walker crips launches uks first
Walker Crips is to launch the UK’s first regulated bridging finance investment fund, which will be headed up by new recruit James Allen who was specially chosen for the role.