At the recent FSA Morning Investment Briefing in Manila, Martin presented on “Looking to stable income in uncertain times”.
In the video, he gives his view on the global default rate direction, explains why he invests in hard currency high yield only and lays out the biggest risk to his investment thesis.
Unmasking the dividend opportunity
How ETFs offer an active way to drive sustainable returns
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Ninety One: Finding opportunities in times of change
Despite headwinds, ESG continues to perform
M&G Episode Macro shines after tough year
Impact opportunities: investing to limit biodiversity loss
Driving decarbonisation: how to access new forms of alpha
Dynamism is the name of the game for this global macro strategy
Healthcare’s innovation shifts into high gear
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
