To say that markets have been unkind to alternative energy equities is an understatement. The sector, as represented by the WilderHill Clean Energy index (ECO index), is down 78% since July 2008 and down 61% since 2011.
The investment approach of five managers
Brand strength offers valuable pricing power in Europe
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.
In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.
The outcome of the recent EU referendum in the UK created a lot of discussion around the positioning of multi-asset portfolios both pre- and post-23 June. The reality is that most long-term investors will have made very few, if any, adjustments, writes...
Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.
Managers tell Investment Week about the difficulties of dealing with record low yields in traditional fixed income sectors, and whether areas such as emerging market debt are worth considering.
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In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Roddy Buchanan of WH Ireland.