Speaking to Investment Week, 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."
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.
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
Fund houses must recognise the weaknesses of ESG and embrace dissent, says Deutsche Asset Management's Stuart Kirk.
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.
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
Author: Peter Michaelis
Why two index trackers might give very different results
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,...
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...
Chris Kinder, Portfolio Manager of the Threadneedle UK Fund, outlines why despite UK banks returning to favour he remains wary of the sector.
Robin Geffen, Neptune Fund Manager & CEO, discusses dividend risk and the potentially negative consequences of the Investment Association's decision to cut the UK Equity Income sector's yield target earlier this year.
In this week's inflation print, the UK hit a highpoint. According to the Office for National Statistics, the UK's CPI rate hit 3% - a level not seen in more than 5 years. And it's not just the UK - globally inflation has been creeping up.
With Stuart Kirk, Head of Deutsche Asset Management's new Global Research Institute: The rise of passive is a phenomenon. Even better, its success is widely considered a good thing, with index vehicles such as exchange traded funds giving investors more...
With yields suppressed in the developed world and improving fundamentals, now could be a good time to increase allocations to Emerging Markets (EM).Each EM is unique, and differences in economic drivers require each country to be evaluated on its own...
Years of aggressive monetary accommodation have kept rates low and returns high across developed world bond markets. But yields are drifting higher, central banks are a little less cautious and inflation could be on the mend. We are, finally, nearing...
with Max Godwin, Portfolio Manager of Eastspring Investments – Japan Smaller Companies Fund (the “Fund”)
Low bond yields make it hard for investors to get proper compensation for the risks they're taking. This means they need to cast their nets as wide as possible and absolute-return type strategies can help them do it.