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With Joe Biden finally confirmed as the 46th US president (Trump legal challenges notwithstanding), GAM Investments fund managers consider the possible implications for their respective asset class.
If inflation exceeds expectations, nominal government bonds are likely to perform poorly. Inflation-linked government bonds are a better fixed income alternative, as the coupon and principal repayment are linked to a national inflation index.
While unprecedented monetary easing and evidence from history suggest fallen angels could perform well, potential pitfalls ahead call for caution.
Our private RankiaPro Meetings Portugal took place this Wednesday, and our guests from Goldman Sachs, Jupiter AM, MFS, M&G, shared four convincing funds, both equity and fixed income, that investors should take note of.
Sean Markowicz, strategist at Schroders, discusses how many equity markets are now expected to generate a commensurate or higher yield than corporate bonds, fueling income investor appetite for equities.
Fitz Partners says this discount is an indication that when it comes to new fund launches, pricing can make a difference and can compensate in some way for new funds’ lack of track record.
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💼 @mfex_ab continues to strengthen its position with the appointment of Hans-Ole Jochumsen as new Chairman and Jean ... Devambez as CEO
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⚠️ Passing of Baron Benjamin de Rothschild, Chairman of the board of directors of @EdeRothschild Holding SA
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