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.
PARTNER INSIGHT: Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, explains how he has had to adapt to changing market conditions in order to stay ahead of the market.
PARTNER INSIGHT: Portfolio manager Alex Wright discusses some of the challenges associated with investing against the tide of opinion, while revealing how it can provide a very favourable risk-return profile when executed successfully
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met in London recently to discuss the topic: 'Adviser approaches to outsourcing.'
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'