Industry Voice
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...
How Morgan Stanley deliver an enhanced yield in different market conditions
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund
How pricing power drives Morgan Stanley's Global Brands portfolio
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund, its high quality bias, and what distinguishes them from most income managers.
Morgan Stanley's Paulson: Why we're focused on consumer staples
PARTNER INSIGHT: Bruno Paulson, who runs Morgan Stanley's Global Brands Equity Income Fund, admits to feeling "distinctly nervous" about markets but suggests there are signs of "global economic improvement."
Industry Voice: Emerging Markets: busting the myths
The introduction of India's first infrastructure investment trust, called IRB, in May underscores the expectation infrastructure spend will be a key driver of the country's growth over the next few years.
Industry Voice: Nine Compelling Reasons for Active Gilt Fund Management
We have written an extensive paper on the key advantages that active gilt managers hold over passive investors, which is available upon request from our sales department. This brief serves as an overview of the main points from the paper
Industry Voice: Deutsche Asset Management - How to win over the ethical-investment sceptics
Fund houses must recognise the weaknesses of ESG and embrace dissent, says Deutsche Asset Management's Stuart Kirk.
Industry Voice: Patience is a virtue for contrarian stock pickers in Japan
This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with shorter term news flow linked to the "comforts" and "concerns" for the global cycle.
Industry Voice: EMD: Dispelling default myths
Emerging market debt issuers are often assumed to be inherently less creditworthy than their developed market counterparts. But the reality tells a different story, says Rodica Glavan EMD portfolio manager at Insight Investment
Industry Voice: The investment case for "doing good"
Author: Peter Michaelis
Industry Voice: Why two index trackers might give very different results
Why two index trackers might give very different results
Industry Voice: Sustainable business
Sustainable investment offers business opportunities to advisers because we believe that interest in and demand for this area will only continue to grow. Sustainability is an increasingly important theme for today's consumers, who want what they wear,...
Industry Voice: Investing for tomorrow, today
Sustainability is an increasingly important theme for today's consumers, who want what they wear, eat and even drive to both benefit themselves and have a positive impact on the world around them. Sustainable investment also has the potential to have...
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