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.
Who’s afraid of higher interest rates?
An investment opportunity for the coming decades: the environment
M&G Episode Macro shines after tough year
The year of living dangerously for income investors
Turning environmental hopes into investment reality
Unmasking the dividend opportunity
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Ninety One: Finding opportunities in times of change
Appetite for thematic investments grows amid rates and inflation concerns
Eastspring landing page
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Part of the Mark Allen Group.
