Partner insight: There was a positive flow of capital into the biotech sector during the third quarter.BB Biotech is actively increasing its exposure to new drug development technology such as RNA-based therapeutic agents, and gene and cell-based therapies....
Partner Insight: Changing demographics, globalisation and technology are just some of the factors pushing capital from Western economies to Eastern economies over the past thirty years. Are multi-asset portfolios at risk of being left behind amid such...
Partner Insight: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns
Partner Insight: As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is...
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the challenges of a low yield environment and why leverage has risen in the corporate sector
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas
Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today
Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...
PARTNER INSIGHT: Veteran fund managers Ian Lance and Nick Purves explain how they are hoping to take advantage of current valuation opportunities in the market with the launch of the TM RWC UK Equity Income Fund.
Fidelity's Alex Wright: 'Risk is important in the investment process, but I don't see it as a variability or volatility'
Partner Insight: Fidelity portfolio manager Alex Wright on how he deals with negative market sentiment and why he approaches risk in a different way to his peers
HSBC GAM's Heyworth: Embracing mental health wellbeing initiatives are no longer a 'nice to have' for employers
Raising awareness: Mental Health Week
Partner Insight: Jonathan Platt, Head of Fixed Income at Royal London Asset Management, discusses the challenges of a low yield environment and why it is important to have diversified exposure across the fixed income universe.
Partner Insight: Wright illustrates how the Fidelity Special Situations fund works in practice by referencing the fund's significant investment in Irish housebuilder Cairn Homes, which is focused on building homes in Dublin and its surrounding suburbs....
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London to discuss how you would plan an 'exit strategy' for your business, if the situation arose.
Fidelity Special Situations: A disciplined three-stage investment process that has led to outstanding success
Partner Insight: The fund follows a bottom-up approach to choose the 100 or so stocks that form the portfolio. Specifically, Wright invests using a three-stage cycle - when stocks enter the portfolio at stage one they will have been through a tough period,...
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss offering digital services to clients.
PARTNER INSIGHT: Shaniel Ramjee, Senior Investment Manager Multi Asset at Pictet Asset Management, gives his market outlook.
Partner Insight: UK inflation hit a six-month high of 2.7% in September, having held steady earlier this year. The rise is not good news for consumers - slowing the recovery in spending power.
PARTNER INSIGHT: Look at your maturity spectrum and credit risk, writes Richard Nelson, Senior Fund Manager at RLAM.
Partner Insight: Alex Wright explains how he has honed his value contrarian approach to investing in the Fidelity Special Situations Fund and why the potential to lose money is often lower than in traditional funds
PARTNER INSIGHT: Jonathan Platt, Head of Fixed Income at Royal London Asset Management, discusses why in a low interest rate environment fixed income is still suitable as the 'defensive ballast' of a multi-asset portfolio
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the value case of sectors and themes.
Matthew Jennings, Investment Director at Fidelity, analyses the factors behind the recent outperformance of value over growth in the UK - despite value lagging globally
PARTNER INSIGHT: Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, assesses whether it is a mistake to read too much into the high street's recent weakness.
INDUSTRY VOICE: Major headwinds caused by various factors weighed on investor sentiment in the healthcare sector during the second quarter. BB Biotech was not completely immune to these developments and delivered a return of 1.2% in EUR.