The stocks and sectors powering portfolios in 2015 and beyond

clock • 9 min read

Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Global

Optimism for China grows despite ongoing trade frictions

Optimism for China grows despite ongoing trade frictions

Japan remains favourite

Linus Uhlig
clock 13 August 2025 • 2 min read
China and Singapore lead cross border IPO activity in record H1

China and Singapore lead cross border IPO activity in record H1

EY research

Sorin Dojan
clock 18 July 2025 • 2 min read
European equities outshine US stocks in H1 as rotation continues

European equities outshine US stocks in H1 as rotation continues

'Sustained rotation' away from US stocks

Beth Brearley
clock 26 June 2025 • 1 min read
Trustpilot