Pieter Busscher, portfolio manager of the RobecoSAM Smart Materials fund, looks at the manufacturing and technological innovations – from robots to 3D printers – which will continue to push production ahead, despite the significant decline of raw...
How to protect against another Lehman
How the Gross effect and specialist funds can help Janus in the UK
Bulking up and diversifying out
London and Capital's Daniel Freedman talks to Dan Jones about the future of model portfolios, the group's decision to move further up the wealth scale, and its expansion plans.
Beating the US market will remain a challenge for active managers until the Federal Reserve's policy on interest rates is clear, according to RWC's Mike Corcell, manager of the long/short US Absolute Alpha fund.
Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.
The Federal Reserve has signalled that interest rate rises could be slower than markets anticipate after the latest meeting of the Federal Open Market Committee.
Legg Mason chief executive Joe Sullivan has said Martin Currie is planning further hires as it begins to reposition following its acquisition by the US giant last year.
Kames Capital's Phil Milburn has put over 10% of his Strategic Bond fund in high yield index protection, in the belief investors are too complacent about the risk of Greece leaving the eurozone.
The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...
Most equity measurements – from CAPE to earnings yield – suggest the US market is significantly overvalued. Geoff Legg, investment manager at Kennox Asset Management, explores the options for investors who still want exposure to the market
Richard Woolnough, manager of the £24bn M&G Optimal Income fund, says he is at a loss to understand why the US is holding off on raising interest rates.
Franklin Templeton’s Grant Bowers has suggested some US biotechnology companies verge on looking like “value stocks” despite the fierce rally enjoyed by the sector over the past half-decade.
Inflation: The elephant in the room
Crispin Odey's flagship portfolio sustained heavy losses last month after the manager appeared to be caught out by a move in the Australian dollar.
Baillie Gifford's Ian Tabberer, manager of the £475m American fund, has left the firm.
The curious case of the EM bond proxies
Election fever, US house prices and reviving Indian industry
The Federal Reserve has dampened suggestions of a mid-2015 interest rate hike after weak GDP figures suggested the US recovery has lost momentum.
US economic growth saw a sharp slowdown in the first quarter of the year as a strong dollar hit exports, and bad weather hampered consumer spending.
The US Nasdaq index has closed above its dotcom boom record for the first time in 15 years.
Three reasons to 'put capital preservation above greed'