Added to Asia and luxury spending holdings in UK and global equity funds
'Smart Water' is a trend that is taking hold in the water industry, and momentum is building.
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
Asset managers slowly flocking to cryptocurrencies
Ahead of 11 March budget
New 'value versus growth' debate
Investing in 'subscription economy'
We are 11 years into one of the greatest stockmarket upswings in history, yet the joy has not been evenly spread.
Property and tech expected to boom
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
'Public showing interest in ESG'
An interesting side effect of labelling oneself a contrarian investor is that many observers expect a constant stream of non-consensual thoughts and portfolio positions.
2019 proved to be a strong year for equity investors.
Equities, bonds, gold, even Bitcoin, along with a range of other assets, have chalked up big gains since the US Federal Reserve made a sharp policy U-turn by cutting interest rates in response to slowing economy last autumn
Three reasons why payments 'status quo' will not last
Office will house Fiera Real Estate UK, Fiera Capital UK and Fiera Infrastructure
Underweight GBP and EUR
Major indices rocked by growing threat of pandemic
The evolution of asset management since 1995
Best performing EM fund in the spotlight
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
'Rarely a primary focus for private equity managers'
Feasts from the East
Hargreaves Lansdown suffers significant withdrawals on multi-manager funds trapped in LF Equity Income
Two largest mandates lose nearly £400m between them