'Cautious consistency amid uncertainty'
Cutting through the absolute return noise
Based on two illiquid securities
The absolute return sector has taken a beating recently but it is important not to tar the very diverse sector with the same brush, writes Sam Liddle, and clear distinctions must be made
James Clunie, Alastair Gunn and Michael Buhl-Nielsen to depart
'Some assets look uniquely vulnerable'
Underperformance still present – for now
Convertible bonds & FRNs