PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, explains why an unconstrained EM debt mandate has the potential to generate greater alpha than is possible in a benchmark
PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, discusses how protecting the environment is now a priority for consumers and companies.
PARTNER INSIGHT: Following strong equity gains and rising valuations in recent years, Jeremy Podger questions whether global markets might be recalibrating for a new era of earnings growth
PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, reviews the growth drivers behind the environmental products sector.
PARTNER INSIGHT: Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund explains how 30 years of managing global equities is helping him to decipher the key underlying trends that are shaping markets today.
Luciano Diana, senior investment manager at Pictet Asset Management, discusses the emergence of a thriving environmental products industry.
PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO GIS Global Libor Plus Bond fund, on why a 'balanced' and active investment approach is helping to generate returns whilst maintaining a low risk profile.
PARTNER INSIGHT: PIMCO explains how the US mortgage market could provide opportunities for active managers as we enter a new period of potentially higher volatility
PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO Select UK Income Bond and PIMCO GIS Global Libor Plus Bond funds, on how he is approaching the bond universe in today's atypical market cycle.
PARTNER INSIGHT: Markets entered 2018 with the wind at their back: investors saw double-digit equity returns, strong momentum and expectations that the synchronised global growth and corporate earnings recovery would continue. However, as recent volatility...
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund
Partner Insight: However you look at it, digital disruption is here to stay. Many US companies like Google, Apple, Amazon and Tesla are leading the way in technological innovation.
Partner Insight: Cyber-crime is on the rise, with estimated annual losses for companies now topping $400bn (£291bn), according to the Centre for Strategic and International Studies.
PARTNER INSIGHT: Evolving consumer behaviour is revolutionising how businesses operate. Consequently, companies that are able to adapt by creating innovative products and services should benefit from unrivalled growth potential. This is forcing investors...
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.