Related Results

Turning more bullish on US and UK investment grade credit

After grinding tighter for about four years, circumstances over the course of 2015 have conspired to push UK and US investment grade (IG) spreads wider, reviving the appeal of this section of the credit market.

Read more

Fed flip-flopping warrants caution on EM equities

The US monetary guardian has undermined a key plank of support for emerging market equities, justifying a cautious stance towards the asset class, according to Anthony Gillham, co-investment director, multi-asset, Old Mutual Global Investors

Read more

BoE boost for multi-asset positions

Positions in credit and government bonds have benefited from the central bank’s action to support economy following the EU referendum, according to Anthony Gillham and Sacha Chorley, portfolio managers, Old Mutual Compass Portfolios

Read more

Q&A: US election impact on stocks, currencies and the economy

Anthony Gillham, co-investment director, multi asset at Old Mutual Global Investors, discusses the implications for markets and macroeconomics of the forthcoming US presidential election.

Read more

Q&A: US election impact on stocks, currencies and the economy

Anthony Gillham, co-investment director, multi asset at Old Mutual Global Investors, discusses the implications for markets and macroeconomics of the forthcoming US presidential election.

Read more

Trump victory: balancing the risks and opportunities

We have for some time been focused on constructing all-weather portfolios that are robust against market turbulence and risk.

Read more

Q&A: US election impact on stocks, currencies and the economy

Anthony Gillham, codirector de inversiones multiactivos de Old Mutual Global Investors, analiza las consecuencias de las próximas elecciones presidenciales en los EE. UU. para los mercados y la macroeconomía.

Read more