FundsTalk

Topical investment news and insight from our investment experts

FUNDSTALK BITESIZE

In this issue we look at why the outlook for interest rates is changing; we review the historic correlation between equities and bonds and why this has recently diverged; we talk to one of our external fund managers about their investment strategy; and we look at the different ways to gain exposure to property.

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Welcome

Iain McGowan, Head of Fund Proposition IS&E, provides an introduction to the articles in this edition.

Interesting times for interest rates

The article addresses why the outlook for interest rates is considerably different than a year ago and why this matters.

EQUITIES AND BONDS – WHAT’S GOING ON WITH THEIR CORRELATION RELATIONSHIP?

Unusual things are happening with equities and bonds. Find out about the historic correlation between them and why this diverged from long-term patterns in 2018.

FOCUS ON A FUND MANAGER: SCHRODERS

We talk to Robert Kaynor (CFA), Head of US Small & Mid Cap Equities for Schroders & Fund Manager SW Schroder US Smaller Companies Fund about his investment strategy.

THE PROS AND CONS OF PROPERTY IN MULTI-ASSET INVESTING

This article provides insight into the pros and cons of each of the different approaches to gaining exposure to property in multi-asset investments.

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