Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Giles Hargreave on UK Growth The cost of money will be fundamental to the overall performance of UK equities this year. If interest rates remain close to where they are for several years, as some...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle