Portfolio Manager, Simon Sharrott, discusses how dividend cuts during the COVID-19 pandemic are impacting income investors.
During times of market stress, it is important to evaluate and analyse what the opportunity set looks like going forward. This article looks at the opportunities the current market turmoil will unlock.
When viewed within the context of other fixed income assets, Emerging Market Debt (EMD) has a great deal going for it: it’s a mature, diverse and liquid market offering cheap valuations, relatively low default rates and attractive yields. Moreover, despite perceptions to the contrary, economic fundamentals for many EM countries are meaningfully superior to the
Simon Sharrott ponders the direction of the Fed going forward.
Simon Sharrott discusses markets and provides an update on our model portfolios in the MitonOptimal quarterly market video report, Q3, 2018. Simon is the Joint Managing Director of MitonOptimal Portfolio Management in Guernsey, for the MitonOptimal group of companies and a member of the MitonOptimal Investment Management Committee. For more of the team’s views from