Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, on how a contrarian view allows him to seek out undervalued equities in continental Europe.
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses why big box retailers shouldn't be discounted - despite the growing number of e-commerce upstarts
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the challenges of a low yield environment and why leverage has risen in the corporate sector
PARTNER INSIGHT: Shaniel Ramjee, Senior Investment Manager Multi Asset at Pictet Asset Management, gives his market outlook.
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the value case of sectors and themes.
Co-head of active equities Nick Hartley discusses how the group's investment approach complements and diversifies LGIM's broader investment offering
Willem Klijnstra, strategist at LGIM, outlines the group's risk approach as applied to their Multi-Asset Target Return Fund
PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, says the primary source of risk in emerging-market debt is benchmark construction
PARTNER INSIGHT: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, says no other asset class in the capital markets has such an attractive starting point
PARTNER INSIGHT: Fidelity portfolio manager Jeremy Podger reviews three key areas that have driven global equities in recent times. He assesses whether these trends may now have run their course and how he is positioning for what happens next.
PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, explains why an unconstrained EM debt mandate has the potential to generate greater alpha than is possible in a benchmark.
PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, discusses how protecting the environment is now a priority for consumers and companies.
PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, reviews the growth drivers behind the environmental products sector.
Luciano Diana, senior investment manager at Pictet Asset Management, discusses the emergence of a thriving environmental products industry.
Focus: L&G Multi-Asset Target Return Fund
Partner Insight: However you look at it, digital disruption is here to stay. Many US companies like Google, Apple, Amazon and Tesla are leading the way in technological innovation.
Partner Insight: Cyber-crime is on the rise, with estimated annual losses for companies now topping $400bn (£291bn), according to the Centre for Strategic and International Studies.
PARTNER INSIGHT: Evolving consumer behaviour is revolutionising how businesses operate. Consequently, companies that are able to adapt by creating innovative products and services should benefit from unrivalled growth potential. This is forcing investors...
Moz Afzal, manager of the New Capital Strategic Portfolio UCITS Fund, recently spoke to Investment Week about his investment approach on the fund and why portfolio construction is rooted in a long-term strategic and macro view.
Partner Insight: Over the past decade much has been made of the uptick in global passive assets under management. Low-cost products such as ETFs have continued to gain market share, forcing fund groups to develop a clear strategy that differentiates their...