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Seeking bright spots in developed market equities

Government debt, investment trusts, and Saba: The biggest stories from the world of investment and asset management this week

After losses in 2022, returns for the 60/40 portfolio are again positive, reaffirming this allocation’s benefits.

Obe Ejikeme, fund manager at Carmignac, shares insights on how and why quality stocks stand out as a strategic choice in the current economic cycle.

Bank of England, FCA, and UK companies: The biggest stories from the world of investment and asset management this week

Wheels down, elevation up

Central banks embarking on interest rate cuts create an additional tailwind for fixed income investments. Yet, in some areas, like the corporate market, spreads remain tight, so diversification and flexibility remains key, says Dan Ivascyn, PIMCO's Group CIO, Managing Director.

Investors seeking stocks to weather all market conditions may find solace in quality growth companies, which have historically proven their ability to deliver superior returns, says Obe Ejikeme, Fund Manager of FP Carmignac Global Equity Compounders.