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July's Rich Pickings podcast: Beware the consensus - what the US election means for investors
"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
Bolder Fed action needed to restore market confidence
The Fed needs to increase the size and scope of its existing QE programme.
Further Fed easing could create opportunities in credit
As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.
Podcast: How to manage a portfolio for income
Three portfolio managers with a a focus on income strategies in different asset classes discuss how they go about building for income in uncertain times.
Equities, fixed income and multi asset: three different paths to income
Income-focused funds cover all asset classes and are a compromise between risk, yield, predictability and sustainability as well as capital preservation.
Lifting the lid on fixed income asset allocation models
This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income
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