Kames' Ennett: Trump good for US high yield, but beware Europe
Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.
Philip Milburn: why inflation won't run out of control
Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.
Henderson's Lofthouse on merger boost and political risk
Ben Lofthouse talks through where he is finding income and what surprises await the global economy in the new year.
How we have misunderstood political challenges
Alexander Betts believes new jobs have to be created to cope with the changing environment.
Ross Hollyman: it's more important than ever to be open-minded
The Sabre Global Value & Income fund managers sheds light on his process that marries both systematic and fundamental investing.
Allianz's MacDonald: the good and the bad of Trump's win
Following Donald Trump's presidential victory, Lucy MacDonald discusses the impact on the Brunner Investment Trust.
AXA IM's Saurymper: don't be afraid of Clinton biotech stance
The manager of the AXA Framlington Health fund analyses what the US election could mean for the healthcare sector.
Kames's Snowden: 'There is no bond bubble'
Kames Capital’s Stephen Snowden says corporate bonds are ‘expensive’, but are not in bubble territory.
Kames's Milburn: Why we're adding credit risk
Kames Capital’s bond stalwart Phil Milburn believes the spreads available in high yield offer ‘pretty reasonable’ value, prompting him to up his credit risk exposure.
Josh Brown: We're in the grip of a lunatic cycle
The 'Reformed Broker' shared his musings on the US Election and the need for consolidation within asset management at this year's CWM Retreat.
Citywire North 2016: video highlights
Our annual event at Rudding Park in Harrogate saw a huge turnout to hear the latest on Brexit, the dark net and more.
Mark Stevenson: a wholesale review of investments is needed
Speaking at the recent Citywire North event, author Mark Stevenson has also said we need to revisit our concept of 'wealth'.
Citywire North 2016: Jamie Bartlett - don't fear the dark net
Author Jamie Bartlett says companies and users need to understand and embrace and hidden side of the internet.
Taxicab Tenner: OMGI's Stephen Message
The manager of the Old Mutual Global Investors UK Equity Income fund discusses today's uncertain dividends.
Taxicab Tenner: AXA IM's Nicolas Trindade
After a summer break, it is the turn of AXA Investment Manager's Nicolas Trindade to give a £10 view of how fixed income is faring.