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.
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
China’s post-pandemic growth gathers pace
Investors turn to real estate for alternative income
Tech WELLcovered | Work reimagined
Ninety One: Finding opportunities in times of change
Who’s afraid of higher interest rates?
Driving decarbonisation: how to access new forms of alpha
Unmasking the dividend opportunity
How can a sustainable approach also ensure you don’t compromise performance?
Despite headwinds, ESG continues to perform
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Part of the Mark Allen Group.
