Royal london
08 May 2012
The weak macroeconomic outlook in Europe might suggest an absence of growth opportunities in its equity markets.
27 April 2012
In the first of a two part series, managers reveal the plays that have contributed to their performance since January.
16 April 2012
After a very strong first quarter for global equities, markets seem to be hitting some profit taking and investors are asking whether this heralds a repetition of 2011, with equity markets peaking in the spring.
05 April 2012
As data from China shows growth is already slowing, managers assess the government’s response and the implications for investors.
02 March 2012
Jupiter’s John Chatfeild-Roberts said he would not take punchy bets on risk assets while there is still the threat of a hard landing in China. What other factors are stopping managers adding risk?
14 February 2012
Wealth managers reveal their favoured UK equity income funds.
16 January 2012
First State’s Martin Lau has beaten stars including Invesco Perpetual’s Neil Woodford and Neptune’s Robin Geffen to see his Greater China Growth fund ranked the most consistent performer over the three years to the end of 2011.
19 December 2011
The fiscal tightening being witnessed across Europe is likely to depress economic growth and therefore equities, and with equities closely following growth expectations and a moderate recession expected in the UK and Europe, earnings will remain under pressure.
07 November 2011
The volatility we are currently experiencing make for a far from easy time in managing a portfolio.
02 November 2011
Royal London Asset Management's(RLAM) net new business fell 66% to £218m for the nine months to 30 September 2011, as market volatility took its toll on sales.
21 October 2011
Investors have become concerned about the eurozone sovereign debt crisis and are questioning whether politicians will be able to find an acceptable solution to the problem, thereby avoiding contagion to the broader European and global economy.
12 September 2011
Royal London’s Paola Binns has built up 20% overweight in asset-backed securities.
15 July 2011
Royal London's Kevin Lilley says despite negative news flow over sovereign debt, stock, sector and market valuation models continue to show substantial upside to fair value.
11 July 2011
The Bank’s decision to maintain interest rates splits opinion among economists.
01 July 2011
Royal London's Saj Vaid explains why he expects the convertible bond market to experience dramatic growth.
E-mail alerts
Sign up here to get all the news and views from Investment Week sent direct to your inbox.
Features
Jerome Booth, head of research at Ashmore Investment Management, reveals the dangers of being a conservative, convention-bound investor during periods of big macro-economic changes.
Cristiano Migliorini, senior research analyst at UBP Asset Management, examines how call overlays can improve risk-adjusted returns in all market conditions and the ingredients the best strategies should share.
Video
Henderson’s fixed income manager Jenna Barnard, co-manager of the group’s £1bn Strategic Bond fund, discusses the outlook for bond markets and the implications of the European Central Bank’s second Long Term Refinancing Operation.
Bull/Bear
The first quarter saw a significant improvement in sentiment. Equities rallied, bond prices fell and briefly it looked like things were getting better. Some of this enthusiasm is understandable.
Conjecture
Conjecture is a web conferencing club in association with S&P Capital IQ. With debates on all key issues in the industry, Conjecture has a membership comprising of the UK's leading discretionary asset managers.
Gosling's Grouse
Read every instalment of IW's Editorial Director, Lawrence Gosling's weekly column.
IW Fund Centre
Run in conjunction with Funds Library, the IW Fund Centre combines qualitative and quantitative data on a huge range of funds. How is your favourite shaping up?
Register now
Register here to get full access to all Investment Week's news and comment articles from our archive.
Updating your subscription status
IW Fund Centre
Run in conjunction with Funds Library, the IW Fund Centre combines qualitative and quantitative data on a huge range of funds.
Have your say
This week: What will happen to the eurozone if Greece leaves?
Job of the week
Events
12 Jun 2012 - 12 Jun 2012
The Cumberland Great Cumberland Place, London W1H 7DL
05 Jul 2012 - 05 Jul 2012
Royal Albert Hall, London Kensington Gore London, Greater London SW7 2AP