Industry Voice: The US has, in recent months, exhibited an extended period of outperformance relative to the rest of the world in both GDP growth and stock market performance, led by the standout performer, the FAANG-driven technology sector.
Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...
What does the Global Industry Classification System mean for your tech-related portfolio and what can you do about it?
Industry Voice: Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
Partner Insight: Markets have observed a trend towards quality growth over the past decade driven by the fact many investors sought growth in a world of secular stagnation. This combined with monetary policy initiatives such as falling interest rates...
From “Take, Make & Dispose” to a Circular Approach THE WASTE PROBLEM
Industry Voice: US equity is a tricky market for stockpickers.
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas
Industry Voice: With Brexit talks breaking down late on Sunday night in Brussels over the Irish border, investors may be wondering how to best navigate the next few weeks and months. Our assessment is that a number of UK assets have already priced in...