June 29, 2017

How Can Investment Managers Make Money in a Lower For longer Environment?

Jake Moeller

Recorded on: June 29, 2017

In early June 2017, Lipper’s Jake Moeller considered idea generation in the current low yield environment with a panel of Kames Capital’s investment managers.

The panel included:

  • Stephen Jones, Chief Investment Officer, Fixed equity, Multi-Asset and Property
  • Philip Haworth, Deputy Head of Equities,
  • Phil Milburn, Head of Investment strategy, Fixed Income
  • David Wise, Property Investment Director

Jake and the panel discussed:

  • Challenges in the current macro environment and how geopolitical events are effecting investments
  • Where value can be found in equities and what investors should avoid
  • The outlook for UK commercial property post Brexit
  • How Fixed Income investing has developed and how to cherry pick good investments
  • What is reasonable for an investor to expect in terms of yield
  • The growth in passive investments and how active investors are reacting to this

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    This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.

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