Welcome to our Investment Capital section, where you will find articles, white papers and fund presentations.
Why We Bought: Netflix Bonds
The High Yield Bond team explain their thinking behind the purchase of Netflix bonds and why they think it’s a good idea for Netflix to produce their own content.
Why China? Why Now?
China has been an underestimated asset class, which might now be attracting the proper attention of some indices. Sophie Earnshaw looks at three reasons why she believes China could be the perfect place for active managers to seek investment opportunities.
Digitalising India – Leaping into Pole Position
In ‘Digitalising India – Leaping into Pole Position’ Ewan Markson-Brown, co-manager of the Baillie Gifford Pacific Fund, looks at how India is leap-frogging developed nations in the digital age and investment opportunities that this presents.
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Managing High Yield Bonds in a Low Yield Environment
In today’s low yield environment, reaching up the risk spectrum is not the best way in which to add value for clients. High Yield Bond Fund manager Donald Phillips favours an alternative route, explaining why the ‘boring’ middle ground might be a far more exciting prospect than you might first assume.
Swimming against the tide
Home to many of the world’s greatest companies, the United States should be the active investment manager’s dream. Not so for everyone it seems. Swimming against the tide of passive and mediocre active investment strategies, Head of US Equities Tom Slater endorses a genuinely active, long-term approach to investing in the American dream.