Articles by Nick Laurance
Partner Insight - Factor investing grows despite turbulence and "factor zoo"
NN Investment Partners' Factor Investing team Willem van Dommelen and Stan Verhoeven discuss the benefits of a multi factor investment approach
Partner Insight - Will investors shift even further towards alternatives?
Today many investors have recognised that a sizable allocation to alternatives can give a much needed boost to portfolios.
Partner Insight: Liquidity will become a "premium" this year, says Janus Henderson's Maroutsos
Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson, explains what he sees as the major factors influencing investors' decisions in 2019
Infographic: The case for small-cap investing
Industry Voice: While sometimes riskier than large cap companies, small caps are also more affordable and may offer better performance.
US-China tension requires "flexibility", says David Cumming
Besides Brexit, David Cumming, Aviva's chief investment officer for equities, identifies two other major macroeconomic influencers that might impact the UK
Managers move to target ESG at every level
Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process
Will UK equities bounce back?
David Cumming, Aviva Investors' chief investment officer for equities, remains positive about UK stocks despite a pummelling in 2018
Pictet's Buffle on how companies are embracing the environmental market
PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, discusses how protecting the environment is now a priority for consumers and companies.
Why we have a contrarian bias - DNCA's Chebar
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.
DNCA's Chebar on the value of legacy businesses in the retail space
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
DNCA's Chebar on value themes in the European universe
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses the opportunities available in pharma, telecoms and energy
Pictet's Cole: Why 'stable-looking' companies could be at risk
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
Pictet's Ramjee: where are the opportunities in Europe, EM?
PARTNER INSIGHT: Shaniel Ramjee, Senior Investment Manager Multi Asset at Pictet Asset Management, gives his market outlook.
Sectors matter more than regions - Pictet's Cole
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the value case of sectors and themes.
