May 31, 2017
In this macro deep-dive, Andrew Milligan, Head of Global Strategy at Standard Life Investments, examines in depth, the key macro factors influencing its asset allocation strategies.
He discusses the current geopolitical environment, the outlook for the major asset classes and regions and considers what risk averse...
May 24, 2017
In this podcast, the CEO of Kames Capital, Martin Davis discusses the challenges and opportunities facing a fund management group in a complex and shifting market environment.
He examines how the evolution of Kames Capital as a fixed income specialist to a broad based "solutions provider" has allowed Kames to succeed in...
May 11, 2017
Andrew Lake, fund manager of the Mirabaud Global Strategic Bond Fund talks about Mirabaud's global fixed income capability and how he and his team are finding credit opportunities in a low growth environment.
He outlines Mirabaud's current portfolio positioning in a world affected by geopolitical events and regional...