17 April 2015
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
12 March 2015
Some of the biggest banks in the US have been given the green light to pay their largest dividends since the financial crisis, following the Federal Reserve's 'stress test'.
26 January 2015
Central banks are still working to reflate asset prices while investors chase yield. This means ABS are prime candidates for top performance this year, says Jim Caron, portfolio manager at Morgan Stanley Investment Management.
26 January 2015
The wonderful thing about the plunging oil price is its utter unpredictability. It is the greatest ‘Black Swan’ of this decade so far.
11 December 2014
On paper, UK equities – especially those within the FTSE 100 – should be tearing away right now. The UK economy, despite being a tad lopsided (much too focused on consumer spending and its housing market), is growing strongly.
28 October 2014
Returns on a typical 60/40 US equity and fixed income portfolio over the next decade may be half those seen over the previous 50 years, according to Morgan Stanley strategists.
14 October 2014
Rapid releveraging following the financial crisis has seen the amount of corporate debt issued rise to dangerous levels. But is it a disaster waiting to happen?
18 August 2014
Matthew Stanesby, investment director at Close Brothers Asset Management, tells Investment Week why he is avoiding ‘asset gatherer’ fund managers, and why he is considering reinvesting in EM debt.
18 August 2014
What is a good old-fashioned value investor to do in our topsy turvy markets?
04 March 2014
As the latest figures from the IMA show Absolute Return funds have seen their highest retail sales for over four years, Standard Life Investments' phenomenally successful GARS fund is starting to face more competition from peers.
10 February 2014
David Pinniger, manager of Polar Capital’s new Biotechnology fund, casts an eye over a rapidly developing and maturing market.
27 January 2014
The UK’s best-known institutional manager is branching out into the wholesale market. Hardeep Tawakley meets Harriet Steel, the head of business development leading Hermes’ historic move to retail.
24 January 2014
Fresh plunges in the value of emerging market currencies have send equities sharply lower this morning, with an analyst downgrade adding to the pain for EM-focused Aberdeen.
17 January 2014
Anna Fedorova asks James Calder of City Asset Management which funds and asset classes he expects to outperform this year.
06 December 2013
Octopus Investments’ multi-manager team reveals the overlooked funds to watch in 2014.
John Husselbee, head of multi-manager multi-asset at Liontrust Asset Management, says investors will need to start reaping the benefits of diversification in order to meet their objectives.
Peter Elston, chief investment officer of Seneca Investment Managers, analyses the importance of the UK election in terms of investors' portfolios, and if they should be adjusting positioning around the event or taking a longer-term view.
The Big Debate
The Big Debate is an online audio and video conferencing club with an audience comprising the UK's leading discretionary asset managers, top IFAs, and other investment professionals.
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