Articles by Nick Laurance
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
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.
Industry Voice: Industry-leading corporate access gives us an "informational edge" - LGIM's Hartley
Co-head of active equities Nick Hartley discusses how the group's investment approach complements and diversifies LGIM's broader investment offering
Industry voice: Managing risk within multi-asset portfolios - LGIM's Klijnstra
Willem Klijnstra, strategist at LGIM, outlines the group's risk approach as applied to their Multi-Asset Target Return Fund
Taking an unconstrained approach to EM debt
PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, says the primary source of risk in emerging-market debt is benchmark construction
Advisers on GDPR - an opportunity or a chore?
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?'
Emerging market local debt starts from an attractive valuation
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
Have we seen the best of quality, technology and growth trends?
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.
Allocating to emerging-market debt: opportunities and pitfalls
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.
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.
Stars align for the environmental industry - Pictet's Diana
PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, reviews the growth drivers behind the environmental products sector.
Pictet's Diana: Protecting the planet no longer means sacrificing returns
Luciano Diana, senior investment manager at Pictet Asset Management, discusses the emergence of a thriving environmental products industry.
Achieving value in multi-asset requires specialisation, says LGIM's Van den Heiligenberg
Focus: L&G Multi-Asset Target Return Fund
What are the technology trends to look out for in 2018?
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.
Pictet's Dupraz: "New infrastructure investments will supercharge the demand for security products"
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.
Pictet's Thematic Equities range: investing in the digital revolution
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...
Asset allocation is "integral" to portfolio construction - New Capital's Afzal
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.
S&P's Edwards: "Indices can offer top quartile or better performance"
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...