What’s behind the surge in sentiment for DM corporate bonds?
Bond managers at Generali and Kames comment on Q2 European fund selector outlook
Kames Capital
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FE Fundinfo’s top 5 ESG funds
Mirabaud, Kames Capital, ClearBridge, AllianceBernstein and Janus Henderson ranked best Click through the slides below to see what they had to say.
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Kames drops fees up to 30bps across bond range
Asset manager undercuts Artemis fund launched for Stephen Snowden
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Absolute return sell-off shows no signs of letting up
The asset class in Europe saw outflows of €32.5bn during the five months to January after disappointing results
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Kames head of wholesale quits amid Brexit reshuffle
Steve Kenny ends 16-year stint as asset manager plans for life outside the EU
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Nordic fund platform, Kames Capital sign distribution agreement
Nasdaq’s Scandinavian fund platform, Nordic Fund Market, has signed a distribution agreement with UK fund manager Kames Capital to offer its range of 11 Dublin-registered funds.
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Multi-asset – The Great Debate
Investors keep going big in multi-asset funds. What’s exactly their appeal, which strategies offer most value and how can you identify them?
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Emerging market debt – time to look for the exit?
Emerging market debt has seen a lot of inflows from European investors of late even though spreads have compressed considerably. Is this a sign you should look for the exit now, or is the long-term story for the asset class still intact?
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Dutch elections a first gauge of EU populist fever
The Dutch elections on Wednesday are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
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What’s the better bet: French or Italian government bonds?
The spreads of French and Italian government bonds versus German bunds have risen by 600 bps since autumn due to rising political concerns. Fund managers are divided on the question which of the two now presents a buying opportunity. But does that actually matter at all?
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Is large cap focus a problem for ESG trackers?
Passive ESG strategies tend to focus exclusively on large caps. This is a problem because they miss out on ESG opportunities in small cap companies that can only be exploited by active managers, according to Ryan Smith, head of ESG research at Kames Capital. Does he have a point?
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Brexit vote triggers fears for market correction
Markets have been trading more or less sideways for a while now, but fund managers and fund buyers alike are preparing for the next downturn. And Brexit could be the trigger.