Partner Insight: Increasingly, financial intermediaries recognise that real-world goals should guide portfolio construction. As such, objective-based investing goes beyond the traditional stocks, bonds and cash approach, in an effort to enable investors...
Moz Afzal, manager of the New Capital Strategic Portfolio UCITS Fund, recently spoke to Investment Week about his investment approach on the fund and why portfolio construction is rooted in a long-term strategic and macro view.
Partner Insight: Over the past decade much has been made of the uptick in global passive assets under management. Low-cost products such as ETFs have continued to gain market share, forcing fund groups to develop a clear strategy that differentiates their...
Partner Insight: ETFs provide investors with the benefits of cost efficiency, broad diversification and an easier way to control their asset allocation.
Partner Insight: Liquidity is an important feature in the listed infrastructure space and the asset management community has a deep universe of investible opportunities.
PARTNER INSIGHT: Since index funds were opened up to smaller investors in the 1990s, they have proved enduringly popular, with investors embracing the ability to track the market at relatively low cost.
Partner Insight: As noted by the OECD in their 2017 Transport Outlook report, an efficient transport infrastructure can improve market accessibility, create employment, promote labour mobility and connect communities.
Jupiter's Teverson: 'EM politics are very interesting to talk about but the likelihood of us adding value because of it is close to zero'
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
Jupiter Global Emerging Markets fund: 'Why half of the companies we invest in are not represented in our respective benchmark at all'
Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...
Partner Insight: The so-called 'infrastructure gap' that exists in both the developed and developing world has been agued by various bodies including the World Economic Forum. Flows into global infrastructure assets hit a record $413bn in 2016, a rise...
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.
In an environment where yields are so low, costs can make a huge difference to the outcome’
Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities
Modern and cost-efficient
Partner Insight: Amid today's low yield environment, stretched asset class valuations, and rising geopolitical and monetary policy risks, it is important that the method of how and when to shift the focus towards downside protection is consistent, practical...
Partner Insight: As Payden & Rygel launch its Global Equity Income fund to the UK advisor market for the first time, fund managers James Wong and Frank Lee explain how the strategy has helped them deliver a gross dividend yield of 3.5%
SSGA's Lesne on why the skill of ETF portfolio managers is critical to tracking benchmarks accurately
PARTNER INSIGHT: Antoine Lesne, Head of SPDR ETF Strategy & Research at SSGA, reveals why the size and heritage of group's SPDR ETF range is helping it move ahead of its peers and how its fixed income offering can help investors navigate today's low yield...
Combing cost-efficiency, transparency and performance
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