Interview – Kames’s Steve Kenny on the multi-asset mania
Steve Kenny talks about the move to diversified, multi-asset funds and the ever-changing demands of European fund selectors.
Kames Capital
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It’s easy to see the attractiveness of corporate bonds, says David Roberts
David Roberts, head of fixed income at Kames Capital, argues that the choice between government bonds and corporate bonds is an easy one. He also argues eurozone investors are underestimating the dangers of inflation in 2016.
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Catalonian independence – a nightmare for bond investors?
The prospect of Catalonian independence is already weighing on Spanish government bonds now. It will therefore likely remain a source of volatility, and is a force investors need to reckon with, says John McNeill, an unconstrained bond manager at Kames Capital.
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Belgium fund buyers opt for safety
Belgian fund selectors have become more cautious in their outlook for most asset classes. Macroeconomic optimism is also clearly on the wane.
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ECB QE why
The ECB is unlikely to start buying European government bonds, as yields are already at record-low levels, says Stephen Jones, chief investment officer of Kames Capital.
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Do dividend stocks make a better choice than bonds
Investors are desperately looking for alternatives to traditional fixed income, but why not resort to dividend-stocks as an alternative to bonds?
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creating a 21st century portfolio
How should portfolios in 2013 be constructed?