With passive vehicles once again in the spotlight as the price war hots up, managers explain how they use the products and comment on the expanding smart-beta marketplace
Some managers still remain committed to asset class
After months of capital outflows and uncertainty, the Federal Reserve’s decision to hold rates in September could provide emerging markets with some respite.
Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.
Kirill Pyshkin, fund manager at Mirabaud Asset Management, says the recent underperformance of global high dividend stocks is unusual, so should investors be taking advantage of the buying opportunity?
So far in 2015, the European high yield market has defied many by outperforming that of the US. Many had believed the dislocation in US high yield, widely blamed on slumping oil prices at the end of 2014, would leave room for it to outperform Europe in...
Emerging market assets have seen another sharp summer sell-off and while this year's edition has been more violent than the past three, the causes are rather familiar.
The endeavour of projecting today's conditions, trends and relationships into the future inevitably results in errors of judgement – and economists continue to get caught out by the ever-changing market environment (often at the worst possible times).
Wall Street is not Main Street. In Wall Street's eyes, America is the S&P 500, but from Main Street, America looks very different, especially in its relative exposure to events overseas.
The first eight months of 2015 have been relatively weak for the global high yield market. Much of this weakness has stemmed from the US, where exposure to lower commodity prices has put pressure on issuers, in particular those in the basic materials...
Market expectations benign, says Wharrier
In tandem with global equities, the UK market has declined 16% from its April peaks. Volatility has spiked and confidence has collapsed.
Economic data in Europe is improving steadily, an expansionary monetary policy is in place and company earnings are set to pick up.
The papers called Beijing's surprise devaluation an "escalation of currency wars", with some stating the move was "best seen as a distress signal from Beijing".
Equity market contagion is a familiar but often irrational phenomenon, which can be driven more by ill-defined fears than by sober analysis.
Amid the rise of unconstrained fixed income funds and index strategies, it is easy to forget benchmark-relative, active fixed income mutual funds remain popular with investors – and with good reason.
UK growth focus UK property prices, particularly in London, are back above their 2007 highs. This is important as it is primarily homeowners who drive the UK economy – over 50s own around 75% of the country's wealth.
Fund managers reveal to Investment Week the tailwinds behind their favourite alternative investments.
Q2 saw new lending of £507m