UK consumer discretionary sector
Reduced exposure to London property market
What is indisputable is the issue of 'closet trackers' has long been a serious blight on the reputation of the whole active management fund industry.
The New Year started, as always, with a flurry of forecasts for the next 12 months. But with equity markets having one of their worst starts, a number of commentators have not had to wait as long as usual for some of their forecasts to look a touch optimistic.
Stance remains Brexit should be avoided
Every year, almost like clockwork, the 'demography' argument pops up within the broader investment debate, writes David Stevenson.
Which cheap sectors should you avoid?
Keeping it short and swwet
The bears are wrong
The appointment of Bank of England veteran Andrew Bailey to the top job at the Financial Conduct Authority (FCA) has ended months of speculation and false leads.
Andrew Bailey to take over in July
Was it hopes disappointed, or simply more of the same? Or both? 2015 continued to be characterised by what is widely perceived as 'dull world growth', writes Cazenove Capital CIO Richard Jeffrey.
It is surely no coincidence that Jeremy Corbyn's announcement that he would like to 'institutionalise fairness' and Oxfam's list of wealth disparity came out within days of each other.
With the bears on a rampage, it is increasingly incumbent on those of us who regard ourselves as cautious optimists to get real about what could go wrong, writes David Stevenson.
Firms need more clarity
ETFs enjoy record year in 2015
David Stevenson says 2016 could still be a rewarding year for investors, despite a turbulent start to the year for world markets.
We now know the next leader of the FCA will not be Tracey McDermott, which hopefully was not news to her after the Chancellor spilled the beans earlier this month.
Instinct Studios' Majid Shabir believes asset managers have an obligation to simplify their communications before being told to by the regulator.
Marty, fire up the DeLorean
Allianz GI's strategist shares his view
It is always dangerous to make predictions for the year ahead, because they are inevitably going to be wrong. However, I believe 2016 could be the most important year the asset management industry has experienced since 1986.
2016 is finally upon us and here is my watchlist of things to keep an eye on within the investment space this year.
Chinese trading suspended twice this week