From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
The headlines for 2017
As 2017 approaches, sustainable investment is high on the agenda for many fund managers and experts. Here, they reveal which areas will make headlines and how they will gain exposure to them within their portfolios.
Managers tell Investment Week about the difficulties of dealing with record low yields in traditional fixed income sectors, and whether areas such as emerging market debt are worth considering.
Herd mentality in markets
Property managers share their views
Eight years after the collapse of Lehman Brothers' triggered the global financial collapse, fund managers reveal the biggest lessons learned and those which remain on the horizon and are continuing to threaten the asset management industry.
Bond yields at record lows
Global uncertainty since Brexit
Investment Week talks to managers from our recent Funds to Watch conference about how their funds are positioned as we move into a 'post-Brexit' era, and where the best opportunities and key risks lie for investors in their part of the market.
Fund managers spoke about their portfolio strategies and market views at the inaugural Investment Week Funds to Watch UK Equities conference.
In the second part of our special feature, multi-asset managers explain their US positioning in the face of further market volatility as interest rate rises loom and the presidential election campaign enters its final months.
Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
As managers continue to search for uncorrelated assets which are able to achieve 'true' diversification in difficult market conditions, managers tell Investment Week in this two-part feature their strategies for constructing the perfect multi-asset portfolio...
As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...
Following the global rout in commodities in 2015, managers are rotating back to oil, mining and precious metals this year via a range of vehicles such as ETFs, investment trusts and MPLs.
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.
In the second part of this special Big Question, managers assess the risks and rewards of investing in this sector in the current climate.
Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.
Differing benefits for pensioners
In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.
Following calls to 'sell everything' last month as markets continue to flirt with bear territory, industry experts tell Investment Week where they remain invested, the areas to avoid and, most importantly, why the market slowdown is not a new crisis in...
Following a circuit-breaking fall in equity markets, managers assess what impact China's volatile stockmarket could have on neighbouring countries in Asia this year.