Partner Insight

Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, on how a contrarian view allows him to seek out undervalued equities in continental Europe.

PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.

PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.

Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses why big box retailers shouldn't be discounted - despite the growing number of e-commerce upstarts

Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses the opportunities available in pharma, telecoms and energy

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