Natalie Kenway
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Beyond Brexit: The global headwinds and tailwinds facing UK equities
Brexit uncertainty continues to act as a drag on the UK economy, holding back business investment and undermining consumer confidence.
Natalie Kenway: It has been a blast
A fond farewell
Blake Hutchins exits Investec AM for Troy
Manager move
Is now the right time to invest in equities?
Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period...
Will fund sales bounce be short lived?
Trade wars and Brexit could hamper recovery
Mundy's Moments: Value and me always
Choosing a good fund still requires personal touch
New connections: Why emerging markets are winners of the 5G revolution
Spread of new technologies
HSBC GAM hires former AXA UK and DWS CEO as chief
Sri Chandrasekharan being promoted within the wider group
Surviving a rip current: Do not panic
Why it is better to stay calm
MAP: What are the key themes in asset management product development?
Innovation of product
Save the date: BusinessGreen Technology Festival slated for December launch
Inaugural event takes place on 5 December
Deteriorating fundamentals are weighing on EMs
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
London-based student accommodation remains attractive
The UK remains a global leader in the provision of higher education, with some of the highest ranking universities in the world.
The trends set to drive EMD returns higher
Q2 2019 saw strong performances recorded on the main indices tracking emerging market debt (EMD), with nearly all of the risk factors across the EMD sovereign local currency, sovereign hard currency and corporate hard currency segments contributing positively...
Investing in Europe in the face of a 'looming Brexit'
Europe has been held down by lack of improvement in US-China trade tensions, despite continued expectations for approaching rate cuts from both the European Central Bank and the Federal Reserve.
Is history repeating itself in UK equities?
Never catch a falling knife. Helpful health and safety advice but, in an equity market context, does the idea of not buying shares in companies that have seen a material price decline really help one make money over the long term?
How to invest in a market 'driven by expectation'
Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.
The biggest artificial intelligence themes for the next decade
Waste management and healthcare among big topics
Prusik IM to revamp Heather Manners' Asia small-cap fund
Fund to be renamed the Prusik Asia Emerging Opps fund
Relying on emerged economies for growth
Headwinds in the most unexpected places
'Excited' RWC duo predicts bond bubble burst will prompt rally in value stocks
Conscious of the vast risk of value traps
Is regulation stifling competition in the industry?
Real issues with competition
Update: Liontrust set to buy Neptune for £40m
Whole investment team moving over
Why writing off Japanese equities is 'unwise'
Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.
How much further can the US bull market run?
A bull market in US equities that has run for more than a decade, and generally low volatility over the years, may give investors the impression the ride will never end.
Investment Week digital edition - 29 July 2019
Latest edition of the print magazine online
UK mid caps attractive relative to FTSE 100 stocks
There can be no doubt the protracted Brexit debacle in the UK is casting a long shadow over its investment markets.
Bonds can still provide protection for investors
Bond bears thought their time had come in 2018.
Navigating the Fed's upcoming 'insurance' rate cuts
In May, risks of a trade shock sharply rose following US President Donald Trump's increasingly aggressive rhetoric towards China.
Why investors need a 'value over growth' approach to Europe
Europe's run of poor manufacturing and trade data continued in June.
The Chinese innovators set to drive emerging market growth
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
Why SMIDs valuations stand out in a bifurcating US market
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
Spotting value traps in a growth market
The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.
Six big life science trends investors must watch for
Developments in healthcare provision and technology
Cazenove's Mui: Real impact of China's slowing economy
Trade tensions with US dragging growth
Value-hungry investors 'should consider investment trusts over model portfolios'
Focus should be on reliability of income, report argues
How to navigate narrowing investment trust discounts
Average rate hit nearly 1.5% in May
Will this be the summer lull before the storm?
Clouds of Brexit and trade wars still hang over investors
Quaero's Monaco unveils 'active deselection' approach for Global Equity fund
Adopting behavioural finance approach
Emerging markets: Hard work is still to come
India and trade disputes give EM managers a lot to think about
Investment Week digital edition - 22 July 2019
Latest edition of the print magazine online
EdenTree's Hepworth reduces fixed income exposure for infrastructure plays
Technological disruption a theme to watch, manager argues
Trade war: What will bring an end to retaliatory tariffs?
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Reasons to be positive on European equities
Region's equities are providing route to emerging market growth
Identifying the structural growth opportunities in the clean economy
Widespread signs of global growth slowdown
Parkwalk Advisors' Hopkins: The key developments in growing EIS sector
Part of Investment Week's Tax Efficiency Awards series
Columbia Threadneedle launches European short-dated high yield bond fund
Roman Gaiser and Gareth Simmons named managers
The 'toxic mushrooms' in the high yield market
Factors affecting growth