Kevin Gundle

Are you able to explain to clients the difference between an investment portfolio and a collection of funds? Kek Wee Seow, Head of Investment at Unicorn Financial Solutions, helps to simplify the concept of portfolio design and provides some practical advice on how to engage with clients on this often-misunderstood subject. 📝 👉 Head over to iFAST TV to watch this Episode: https://lnkd.in/gnGX7BQW

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Want to know more about Baillie Gifford? Here are some quick facts about us 👇. #ActualInvestors

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Can credit investors find value where others fear to tread? In his latest monthly look at the latest developments, themes and opportunities in the investment-grade and high-yield markets, Muzinich & Co Portfolio Manager Ian Horn, CFA explains why: · Single B-rated credits have started to decompress from BBs · Spread tightening among certain fallen angels is lagging · Strong technical support is emerging for short-dated bonds. Click to read more - https://lnkd.in/eKhgPzgK #corporatecredit #publicmarkets #investmentgrade #highyield Muzinich views and opinions are for illustrated purposes only and not to be construed as investment advice.

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Afternoon, my latest blog on Labour spending and the possible impact on rates and gilts.

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The upcoming #USelection could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors. #thematicinvesting For professional investors only. Capital at risk.

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Chief Investment Officer Ben Conway and Senior Research Analyst George Salmon, CFA offer their insights on the latest UK Budget, focusing on its potential long-term impact on investment strategy. Notable measures include capital gains tax rising to 18/24%, reduced Inheritance Tax relief on AIM shares, and an increase in the 'carried interest' tax to 32%. They discuss the implications for AIM markets, government bond yields, and UK corporates. Read the full article here: https://lnkd.in/eUrXC9WE

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For professional investors only. Capital at risk. Emerging market debt has been challenged over the last five or so years, but one bright spot may be emerging market corporate bonds. Fixed Income Portfolio Manager Schuyler Reece, CFA shares with Paul Skinner his outlook on the asset class, and how strong and improving fundamentals are leading to increased demand from global investors. But is the US election result a risk to watch? Learn more: https://lnkd.in/gfVC_TPx

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We are pleased our highly efficient investment process continues to reward investors after 8 years with meaningful peer outperformance. See how all our portfolios have performed over time here: https://lnkd.in/eD39Wyib Capital at risk. #investing #WealthManagement

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The latest edition of Rathbones Asset Management’s In Conversation has arrived. Watch the latest Rathbone Ethical Bond Fund video here: https://lnkd.in/eANbx9mw For Professional Investors. #ProfessionalInvestorsOnly #InConversation #RathbonesAssetManagement #OutNow #RathboneEthicalBondFund #FixedIncome

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It is often viewed that smaller DB schemes have fewer options available to them at endgame, but is this actually the case? Simon Partridge and Aqib Merchant, FIA are featured in a Professional Pensions roundtable, where the options available to smaller DB schemes were explored. https://bit.ly/3CWBzQ2

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Active vs passive investing. Simon Evan-Cook, manager of the VT Downing Fox Funds, discusses the case for active versus passive investing with Merryn Somerset Webb from Bloomberg UK, for her Merryn Talks Money podcast. A quick hint, Simon favours active investing. Listen to the podcast to find out why he’s a very keen advocate of active fund management and how he unearths those managers who might make investors significant returns over the long term. Listen to the podcast here: https://lnkd.in/e4Kdqag2 #FoxFunds #Active #Passive #Investing

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In our recent Bordier Live, Chief Investment Officer, Mark Robinson, and Director of Portfolio Management, Ian Heap, provided an insightful update on: - what has been influencing performance; - the outlook for the global economy; - the path for inflation and interest rates; - the market opportunities from lower monetary policy; - what investors can expect from Labour’s landslide victory and politics generally; and - where Bordier UK see the investment opportunities for rest of the year. Watch the webinar here: https://lnkd.in/ery66nJi For UK professional advisers only. #investmentupdate #marketoutlook #inflation #politics #globaleconomy

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The latest issue of #TrustMagazine tours exciting and innovative companies spanning space exploration, US infrastructure, and more. Read the digital magazine here: https://ow.ly/jRYi50RlYFZ. Capital at risk. #ActualInvestors

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In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income at Artemis Investment Management, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative. ▶ Watch the video on PA+ https://lnkd.in/eU-wm7NH #fixedincome #portfoliomanagement #investments

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🚀 Sharing the latest webinar recording from Managed Asset Portfolios. This is the perfect opportunity to stay updated on the current market environment and to get acquainted with the positioning strategy of their portfolios. Click below to watch the latest insights from Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager 👇 #ManagedAssetPortfolios #Webinar #InvestmentInsights #ValueInvesting #MarchRoundtable #InvestmentOutlook #EconomicAnalysis #MarketInsights #Inflation #InterestRates

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In today's new rate regime, yield levels not seen in roughly 15 years offer a wide range of opportunities for fixed income investors. Our thought leaders highlight how our fixed income model portfolios are well positioned for the current market environment. #ModelPortfolios #FixedIncome #NewRateRegime

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We believe that our institutional-level research is key to the success of our actively-managed Tactical Select Passive Funds. Find out how we aim to use our knowledge to offer you access to a wide range of investments and market themes, which are good value and potentially less volatile. Capital at risk. https://lnkd.in/gsUdeskN #Funds #FundManagement #Investing

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