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Peter Khan - Portfolio Manager

Podcast 43 min listen

July's Rich Pickings podcast: Beware the consensus - what the US election means for investors

"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Richard Edgar + 8 others | 29 July 2020

Blog 3 min read

Bolder Fed action needed to restore market confidence

The Fed needs to increase the size and scope of its existing QE programme.

Peter Khan | 20 March 2020

Blog 3 min read

Further Fed easing could create opportunities in credit

As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.

Peter Khan | 17 October 2019

Podcast 32 min listen

Podcast: How to manage a portfolio for income

Three portfolio managers with a a focus on income strategies in different asset classes discuss how they go about building for income in uncertain times.

Richard Edgar + 4 others | 4 July 2019

Article 9 min read

Equities, fixed income and multi asset: three different paths to income

Income-focused funds cover all asset classes and are a compromise between risk, yield, predictability and sustainability as well as capital preservation.

Benjamin Moshinsky + 3 others | 4 July 2019

Article 8 min read

Lifting the lid on fixed income asset allocation models

This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income

Peter Khan + 4 others | 25 September 2018

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