Equities

Investors are taking a cautious approach to the upcoming Italian referendum on constitutional reform, but say the market consequences of the vote will not be as serious as the Brexit vote or US election, whatever the outcome.

Jessica Ground, head of stewardship at Schroders, analyses the results of the Schroders Global Investor Study which reveals ESG factors are continuing to gain momentum among the investment community and why advisers can no longer afford to ignore them...

Unable to implement his policies due to legislation

Royal London Asset Management (RLAM) Equity Income fund manager Martin Cholwill believes there is a danger of investors concentrating too heavily on pension deficits when looking at UK companies - despite the fact deficit figures have spiralled in recent...

The headlines for 2017

Just a blip or something worse?

Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....

The luxury industry has entered a phase of consolidation. Luxury goods companies have to rethink strategies as the implosion of the gift-giving bubble, the store openings euphoria, and shifting consumption patterns have led to an increasingly competitive...

As 2017 approaches, sustainable investment is high on the agenda for many fund managers and experts. Here, they reveal which areas will make headlines and how they will gain exposure to them within their portfolios.

Portfolio maintains longer-term outperformance