Trend-spotting

Hansueli Jost is manager of the Julius Baer Euroland Value Stock fund. Following his address to delegates at Investment Week's Funds to Watch event in London earlier this month, he explains the current trend for improving corporate profitability in the...

Aviva Investors Multi-Strategy Target Return

Which funds are best placed for a bounce-back in Asia?

The energy infrastructure sector in the US has outperformed major equity and bond benchmarks over the past five years, posting annualised total returns of 32%, compared to 19% for the S&P 500.

Duncan Goodwin (pictured), manager of the £307m Barings Global Resources fund, spoke to delegates at Investment Week's Funds to Watch event. Here, he outlines his views on the sector and how he has restructured his portfolio.

It has been a tough few years for European managers, as the Continent has failed to recover from the blows dealt by the crash in 2008. This year, the pressures have escalated, with recession threatening in several eurozone states.

The Big Question: Are ETFs and tracker funds becoming a bigger threat to active management?

Strong growth in e-commerce has justified lofty valuations of online firms in China recently, but Lombard Odier Asia equity portfolio manager, Zhikai Chen, explains why investors are better served in financials.

Risk factor investing is growing in popularity but Thierry Roncalli, head of research at Lyxor Asset Management, asks whether it should be used as part of a strategic allocation, or in order to take more tactical investment positions.