Event Voice: Why Dispersion and Volatility Are Reshaping Credit Opportunities for Investors in 2026
At the start of 2026 L&G positioned its Global Special Situations Fund defensively, keeping roughly 30% of assets in cash as credit valuations tightened and macro fragility rose. Recent geopolitical tension in the Middle East, surging commodity prices and AI‑driven re‑pricing of software firms have amplified volatility and dispersion across credit markets. In response, the fund has maintained high liquidity, added macro hedges, and pursued a concentrated 30‑name portfolio that targets asymmetric risk‑reward opportunities. The strategy has already delivered low‑correlation, out‑performance versus opportunistic‑credit peers and broader indices.
Event Voice: Your Questions Answered by SMD-AM
SMD‑AM has launched a UCITS version of its Japan High Conviction fund, a 30‑stock, active strategy managed by veteran Hideyuki Taniuchi. Since its 2024 debut the fund has posted a 5.26% annualised excess return versus TOPIX, with a low 4.58%...
Event Voice: Your Questions Answered by Antipodes Global Value
Antipodes Global Value positions itself as a "fund to watch" by targeting mis‑priced businesses that benefit from structural shifts such as AI adoption, energy transition, and demographic aging. Since its 2015 launch, the strategy has delivered risk‑adjusted outperformance by steering...
Partner Insight: Why Now Is the Time for Equity Income
Fidelity International argues that a dividend‑focused equity income strategy is well‑suited to today’s volatile, narrative‑driven markets. Geopolitical tensions, higher funding costs and a concentration of US tech stocks have heightened risk, prompting investors to seek fundamentals‑based returns. The...
Risk Warning Review Plans Aim to Address 'Negative Framing' Of Investing
The UK government, under Chancellor Rachel Reeves, has commissioned a review of how risk warnings are presented to retail investors, citing concerns that the existing wording creates a negative framing effect that suppresses participation. The report aims to revamp disclosures...
JPMAM's Simon Crinage and Simon Elliott on Consolidation and 'Green Shoots' Of Recovery
JPMorgan Asset Management’s outgoing head of investment trusts, Simon Crinage, warned that consolidation in the UK investment‑trust sector will intensify as firms scramble to remain relevant. He highlighted that fee pressure, ESG demand and digital transformation are reshaping the competitive...
Video Interview: TT International's Jean-Charles Sambor at Funds to Watch Asia
TT International’s head of emerging‑markets debt, Jean‑Charles Sambor, highlighted the firm’s growing role in diversified investor portfolios during the Funds to Watch Asia video interview. He noted that the firm’s emerging‑markets debt funds have generated roughly 7% net return year‑to‑date,...
RC Brown's Oliver Brown: Passive Dominance Risk at Crucial Tipping Point
Passive investing now accounts for roughly 50% of global equity market capitalisation, marking a historic milestone. Analysts warn this concentration could become a systemic vulnerability if a market correction triggers mass redemptions. The shift challenges traditional active managers, whose fee...
Event Voice: How the Middle East Crisis Has Changed the Outlook for Bonds
The recent Middle East conflict has reignited energy price spikes, sending UK gilt yields sharply higher as investors price in additional Bank of England hikes. Unlike the 2022 inflation surge, current inflation is moderating and central banks enjoy greater credibility,...
Capital Markets Roundup: March 2026
Investment Week released its March 2026 capital markets roundup, the third installment of the series, authored by chief reporter Linus Uhlig. The piece reviews key developments across the Middle East, UK gilts and global interest‑rate trends during the month. Although...
Event Voice: Powering the Transition - Why Critical Minerals Are Central to the Next Era
The abrdn Future Minerals Fund focuses on companies involved in critical minerals such as copper, aluminium, rare earths and uranium, which are essential for AI, electrification and renewable energy infrastructure. Rising demand and constrained supply are expected to keep prices...
Saba Sets Out Liquidity Proposals for Edinburgh Worldwide
Saba Capital Management has presented a suite of liquidity proposals aimed at Edinburgh Worldwide Investment Trust (EWI) shareholders. The plan includes a tender offer, a secondary‑market facilitation platform, and the possibility of a share buy‑back. Saba’s initiative seeks to narrow...
David Stevenson: Investment Trust Definition Has Been Stretched Too Far
David Stevenson argues that the traditional definition of an investment trust or closed‑end investment company is being stretched by modern fund structures. He points out that many vehicles now blend open‑ended features, leverage, and hybrid distribution policies, blurring the line...
Richard Saldanha: 'Coming Back to Aviva Was Very Much Like Returning Home'
Richard Saldanha re‑joined Aviva Investors in early 2025 after a brief tenure at Royal London Asset Management that began in December 2024. His return surprised industry observers, given the short duration of his RLAM stint and his prior long‑standing role...
Matthew Yeates
Seven Investment Management (7IM) reported a total AUM of approximately $30.7 billion, positioning it fourth in asset growth among UK firms. Co‑CIO Matthew Yeates, a recognized systematic investing leader, oversaw the 2025 acquisition of Rockhold Asset Management and the launch of...
