PARTNER INSIGHT: Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, explains how he has had to adapt to changing market conditions in order to stay ahead of the market.
PARTNER INSIGHT: Portfolio manager Alex Wright discusses some of the challenges associated with investing against the tide of opinion, while revealing how it can provide a very favourable risk-return profile when executed successfully
Partner Insight: The dangers of having too much debt in the economy are many, and as global debt hits a trillion-dollar high there are fears we could heading for a repeat of the global financial crisis.
PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?
PARTNER INSIGHT: Following strong equity gains and rising valuations in recent years, Jeremy Podger questions whether global markets might be recalibrating for a new era of earnings growth
PARTNER INSIGHT: Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund explains how 30 years of managing global equities is helping him to decipher the key underlying trends that are shaping markets today.
PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO GIS Global Libor Plus Bond fund, on why a 'balanced' and active investment approach is helping to generate returns whilst maintaining a low risk profile.
PARTNER INSIGHT: PIMCO explains how the US mortgage market could provide opportunities for active managers as we enter a new period of potentially higher volatility
PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO Select UK Income Bond and PIMCO GIS Global Libor Plus Bond funds, on how he is approaching the bond universe in today's atypical market cycle.
PARTNER INSIGHT: Markets entered 2018 with the wind at their back: investors saw double-digit equity returns, strong momentum and expectations that the synchronised global growth and corporate earnings recovery would continue. However, as recent volatility...
25 May 2018 deadline
Partner Insight: Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, provides an insight into the Jupiter Global Emerging Markets Fund philosophy, which is centred on identifying companies experiencing 'positive change' in emerging...
Jupiter's Teverson: 'EM politics are very interesting to talk about but the likelihood of us adding value because of it is close to zero'
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
Preparation is key
Standard Life duo: It is becoming difficult to take a one-size-fits all approach to platforms. We want to make this a two-way conversation to build better outcomes
PARTNER INSIGHT: Noel Butwell, distribution director and David Tiller, head of aAdviser and wealth manager propositions at Standard Life, explain how the business is evolving from a traditional product provider to working in direct partnership with advisers...
Jupiter Global Emerging Markets fund: 'Why half of the companies we invest in are not represented in our respective benchmark at all'
Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...
In an environment where yields are so low, costs can make a huge difference to the outcome’
Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities
Partner Insight: Amid today's low yield environment, stretched asset class valuations, and rising geopolitical and monetary policy risks, it is important that the method of how and when to shift the focus towards downside protection is consistent, practical...
Partner Insight: As Payden & Rygel launch its Global Equity Income fund to the UK advisor market for the first time, fund managers James Wong and Frank Lee explain how the strategy has helped them deliver a gross dividend yield of 3.5%
PARTNER INSIGHT: Stephen Yeats, Managing Director, APAC & EMEA Fixed Income Beta Solutions, explores the rise of fixed income ETFs and why the group is applying a more targeted and hands-on approach to security selection in order to deliver investors'...
Fund managers John Stopford and Jason Borbora explain the dangers of using ‘simple’ correlation figures to determine investment suitability
Franklin Templeton's Morton: Why I do not let yield be the sole consideration for the stocks I invest in
Having managed UK equities for more than two decades, fund manager Colin Morton reveals how he has delivered a steady combination of capital growth and income in the Franklin UK Equity Income fund
Diversification today may require investors to look beyond traditional labels