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
Partner Insight: Payden & Rygel is known globally for its fixed income expertise, but fund managers James Wong and Frank Lee explain the process behind the launch of the group's first equity-only vehicle for the UK adviser market.
Fund managers John Stopford and Jason Borbora explain the dangers of using ‘simple’ correlation figures to determine investment suitability
Franklin Templeton's Morton: Why I do not let yield be the sole consideration for the stocks I invest in
Having managed UK equities for more than two decades, fund manager Colin Morton reveals how he has delivered a steady combination of capital growth and income in the Franklin UK Equity Income fund
Diversification today may require investors to look beyond traditional labels
Can Investec Asset Management’s ‘defensification’ process assist in protecting investor capital?
How will this UK equity income fund fare against peers in the face of rising interest rates and falling dividends?
PARTNER INSIGHT:The challenge for the UK Equity Income sector over the coming months will not be the often-discussed search for dividends, but how managers will navigate the potential volatility of the domestic UK equity markets.
Colin Morton, manager of the Franklin UK Equity Income Fund on how he approaches equity valuations and why he remains unconcerned about inflation.