A so called 'dash for trash' could see investors that are focus on 'quality income' in US markets underperform in the coming months, according to Stephen Thornber, fund manager at Columbia Threadneedle.
Every year, almost like clockwork, the 'demography' argument pops up within the broader investment debate, writes David Stevenson.
Fund managers have urged a return to 'old school' investing, including a focus on fundamentals, as global markets dropped into bear market territory last week.
In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.
Following calls to 'sell everything' last month as markets continue to flirt with bear territory, industry experts tell Investment Week where they remain invested, the areas to avoid and, most importantly, why the market slowdown is not a new crisis in...
Six fund managers discuss their groups' approach to sustainable investing, and how climate change is rising to the top of the investment agenda following last year's COP21 conference in Paris.