Wrong to lump all strategies together
Managers need to 'stick to what they are good at'
Value investors have been forced to endure a prolonged period of underperformance, as extreme market dislocations caused by central bank policies have boosted the appeal of growth counterparts.
Scott Ingham, investment director at Heartwood Investment Management, looks at the optimal risk/return approach to investing in bonds at a time when yields are unsustainably low
Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors
The global economic and investment backdrop was altered by the UK's decision to leave the European Union towards the end of June, writes Brooks Macdonald's Jonathan Webster-Smith.