23 April 2015
Jason Stather-Lodge, CEO of OCM Wealth Management, outlines three reasons why his firm has been hiking cash positions in the last month across its model portfolios.
17 April 2015
International investors have begun selling out of UK gilt holdings on uncertainty over how Britain will manage its debt pile in the next parliament.
13 April 2015
With less than four weeks to go until the general election, wealth managers and strategists give their view on how investors should be positioned.
10 April 2015
Foreigner investors have been selling UK gilts at a faster rate than at the peak of the financial crisis in 2009, ahead of an unpredictable general election.
18 March 2015
The Bank of England's Monetary Policy Committee has warned ongoing sterling strength could prompt a prolonged period of lower inflation expectations.
02 February 2015
Annabelle Williams takes a closer look at the prospects for five major world currencies this year.
09 January 2015
Tom Becket, chief investment officer for Psigma Investment Management, tells Laura Dew why he thinks short-termism is the biggest challenge facing investment managers and how the high volume of property inflows is a recipe for disaster
23 December 2014
The UK's current account deficit widened faster than expected in the third quarter to reach a record high of £27bn.
17 December 2014
Managers have been grappling with the strong pound this year, as UK companies with overseas earnings have been hindered by currency strength. But that headwind will turn in to a tailwind in 2015, OMGI's Stephen Message predicts.
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
Barings multi-asset manager Christopher Mahon has warned the chances of a fresh Black Monday-style crash are rising, as policy decisions increasingly drive markets.
20 November 2014
Jupiter UK equity manager Steve Davies believes investors will need to be "tactically nimble" to handle the fallout from next year's UK election.
16 October 2014
Sterling could fall much further against the US dollar if the UK's current account deficit is not addressed, bond managers have said.
26 September 2014
The IMA Sterling Strategic Bond sector has become increasingly popular in recent years, with its flexibility hugely attractive in a low yield environment.
24 September 2014
Renewed dollar strength has led forecasters to predict a tougher time for sterling in the coming months, despite a small relief rally last week as Scotland opted against independence. Which funds could benefit?
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.
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