The retail industry appears to find endless fascination from monitoring inflows and outflows from particular funds and asset management houses.
In the second of a two-part series, fund managers reveal how global central bank decisions are impacting investors and their strategies.
Book by Lawrence Gosling
Delegates at Investment Week's Channel Islands Summit last month heard from a number of fund managers discussing their current portfolio positioning.
IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.
Fitch Ratings has said bond managers' efforts to improve the liquidity profile of their funds are still insufficient to meet redemptions if investors begin rushing for the exit.
Shares collapsed 60% since April
Tesco and Sainsbury's 'overvalued'
Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.
With the gold price having trended upwards in real terms by just 1.2% since 1920, Peter Elston, chief investment officer of Seneca Investment Managers, asks if the metal is really worthy of its status
Withdrawn after just one year
Manager is unusually optimistic
Does not follow sector classifications
Financials and oil stocks favoured
Political risks in China
With ethics and responsible investing becoming a core part of many investors’ criteria, Investment Week asks which themes or stockpicks are standing out
The Volkswagen scandal is only the latest in a long line of auto failures, according to Esmé van Herwijnen, SRI analyst at EdenTree Investment Management
Since the start of the year, the investor risk aversion needle, led by equity market indicators, has moved to heightened levels, says Hermes Investment Management's Geir Lode.
In the second of a two-part Big Question, Investment Week asks which financial services companies are standing out as the sector's recovery continues
Chris Maule, CEO of UK Bond Network, explains why taking 'wisdom' from the crowds can prove to be a useful investment strategy
Managed by Pyrford for 20 years
Sector recovery continues
Global shares shed $11trn