Industry Voice
Industry Voice: Recession obsession, flash crashes and misbehaving drawdowns
The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.
Industry Voice: Uncertainty is certain: how can you protect and participate?
BMO Global Asset Management
Industry Voice: The making of Asia's market leaders
Teera Chanpongsang, portfolio manager of the Fidelity Asia Fund, charts the advancements he’s seen on-the-ground in the last two decades and the market leaders that continue to emerge across the region.
What Does the New Imperial Era Mean for Japan?
While the direct impact of Japan's new Reiwa imperial era on markets and the economy will be minimal, the psychological significance is important.
The Rise of Global Natural Monopolies
Amid an accelerated pace of disruption that has transformed industries, understanding the economic and market impacts is imperative.
Industry Voice: Europe: Don't judge a book by its cover
3 minutes with Mark Denham, Head of European Equities at Carmignac
Industry Voice: Getting your UK equity income allocation right: not all covered call strategies are equal
BMO Global Asset Management
Close Brothers: Money worries can impact employee productivity and mental health
The importance of financial wellbeing
VIDEO: Quilter's support for job sharing
Industry Voice: Sponsored by Quilter
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.
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 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
Greater interest in the biotech sector
Partner insight: There was a positive flow of capital into the biotech sector during the third quarter.BB Biotech is actively increasing its exposure to new drug development technology such as RNA-based therapeutic agents, and gene and cell-based therapies....
The long and short of it: what derivatives say about human nature
Industry Voice: For Warren Buffett, derivatives were once "financial weapons of mass destruction", but for Insight Investment portfolio manager Colin Bennett they enable access to investment opportunities that can generate returns through different market...
Making a positive impact: ESG Profile and Impact report 2018 - Climate Change
Industry Voice: Two decades of experience have shown us that deploying an ESG focus is entirely complementary to long-term performance goals.
Have you had your bond jab?
Industry Voice: As the liquidity taps are increasingly turned off and policymakers turn to fiscal measures, BMO Global Asset Management's ETF Investment Strategist, Morgane Delledonne, explains why you should consider immunising your bond portfolio.
Are defensive assets a safe bet?
INDUSTRY VOICE: Over the last quarter, traditionally 'defensive' assets have not protected portfolios as much as would normally be expected. In his latest 'Open Outcry', Bill McQuaker discusses why we've seen an atypical response from these assets, and...
