02 February 2015
Investors are showing increasing willingness to pay for R&D pipelines in biotech, explains AXA Framlington's Linden Thomson.
17 December 2014
With currency moves increasingly dominating financial headlines, Tilney Bestinvest's CIO has predicted hedging, not asset allocation, will be the key differentiator for investor returns next year.
25 November 2014
The synthetic versus passive debate still leaves some investors confused. Vanguard's Neil Cowell explains how managers can move beyond the question.
30 July 2014
Rising labour costs in China means manufacturers have been turning to robotics to save costs. Now, a robotics revolution is underway, driven by smart materials and more sophisticated design. Pieter Busscher from RobecoSAM explains the dynamics.
30 July 2014
Gemma Game, manager of the £380m AXA Framlington Health fund, has resigned from the group, Investment Week can reveal.
28 July 2014
Rising valuations in healthcare stocks have led to fears of a bubble. Newton's Stephen Rowntree outlines the fundamentals which support valuations.
26 February 2014
Guinness Asset Management's fund manager Edward Guinness says alternative energy is only just starting to recover property from the 2008 crisis, creating a number of opportunities for investors.
17 February 2014
First State's head of global property securities Stephen Hayes gives an overview of the good news paving the way for global REITS' strong performance.
03 February 2014
OPM Fund Management's Ross Henderson.
13 January 2014
Shares in asset managers were among the most reliable financials during 2013, giving decent growth alongside well-covered dividends. Guinness manager Will Riley picks two asset managers set for more share price appreciation.
01 November 2013
Polar Capital has launched a global biotechnology fund for recent hire David Pinniger, as it seeks to build on its formidable reputation in the space.
22 October 2013
The government's unveiling of plans for a new nuclear power plant has moved alternative energy to the top of the political agenda. There are a range of forces supporting the case for investing in wind and solar power too, says energy fund manager Ed Guinness.
30 September 2013
The revival in the US housing market will mean good things for America's favourite housebuilding material: timber, said Pictet fund managers Christoph Butz and Gabriel Micheli.
23 September 2013
With their low current account deficits and little export exposure to China, maybe investors should take a closer look at frontier markets, says Morgan Stanley's Tim Drinkall.
09 September 2013
President Obama's plans for universal healthcare have been pivotal in driving sector returns over the last year, explains Polar Capital managers Gareth Powell (pictured) and Dan Mahoney.
Annabelle Williams analyses the supply/demand dynamics of five commodities and what this could mean for investors, and asks whether prices will rebound this year.
One of the opportunities emerging from the resources scarcity challenge is replacement technologies and the adoption of ‘smart’ materials. Pieter Busscher, manager of the RobecoSAM Smart Materials fund, highlights the sectors set to grow in popularity in 2015
Mark Wignall from Mobeus Equity Partners, Andrew Garside from Baronsmead and Tim Levett from NVM Private Equity discuss the latest VCT trends with Alice Murray.
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