Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
Jeremy Smith, Portfolio Manager, CT UK Equity Income Fund, Columbia Threadneedle Investments, explains how his £5bn strategy targets undervalued UK companies going through transformational change.
The FTSE 100's recent ascent to record highs has reignited the debate about whether UK equities represent a genuine opportunity or merely another false dawn.