Partner Insight

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.

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.