Universal-Investment and Stratton Street have jointly launched the Stratton Street Ucits UI Renminbi Bond Fund, based on Stratton Street's existing renminbi strategy.
Japanese prime minister Shinzo Abe's win in upper house elections do not mean his policies are universally popular, warns Andy Seaman, partner at Stratton Street Capital.
Andy Seaman, portfolio manager and partner at Stratton Street, has discussed his firm's view of creditor and debtor nations, the renminbi, and business growth prospects for fixed income specialists such as himself.
Andy Seaman, partner and portfolio manager at Stratton Street Capital sees continued global imbalances in current accounts, which is driving investment trends.
Volatility in the gold price in recent days may have been caused by a number of factors, but analysis of the reasons for its rise in the first place point to a return to stabilisation in the market.
Andy Seaman, partner and portfolio manager at Stratton Street says the recently concluded deal between Australia and China over currency convertibility points the way on international trade developments.
Andy Seaman, partner and portfolio manager at Stratton Street, says that a policy of monetary tightening in China points to an appreciation of the RMB against other currencies.
The New Capital Wealthy Nations Bond Fund, co-launched by Stratton Street Capital and EFG Asset Management, is celebrating its third birthday with a return of 31%, double the average three-year returns of the sector (according to Trustnet).
Currency will continue to play a key role in determining which Asian bonds to add to portfolios, according to views expressed in InvestmentEurope's latest Conjecture.
Andy Seaman, executive partner at Stratton Street Capital says investors need to look behind the dire headline debt figures affecting Japan, as the country actually still is a strong creditor nation.
Emerging market bond funds are like any other, with top line return figures not always indicating the level of risk taken on by the investor.