ANALYSES

Three years on from the launch of the Responsible Horizons EM Debt Impact Fund, portfolio managers Rodica Glavan and Fabien Collado answer questions about the Fund’s approach and what it offers to investors.

Equity markets have delivered strong returns in recent years, prompting some investors to overlook the role of bonds in a portfolio. But periods of market stress consistently highlight the value of fixed income. When equities decline, bonds have historically helped preserve capital and stabilize portfolio outcomes.

Dans les marchés dynamiques d’aujourd’hui, riches en options d’investissement, les obligations restent une composante importante pour répondre aux préoccupations clés des investisseurs.

Nous pensons que les investisseurs doivent être délibérés et intentionnels lorsqu’ils envisagent comment intégrer les obligations au sein de leurs portefeuilles globaux. Ici, nous examinons le contexte de marché actuel ainsi que quelques unes des approches obligataires les plus courantes.

Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.

Tech’s shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.

Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.