Industry Voice: Identifying beneficiaries of corporate change is a key part of Fidelity Global Special Situations Fund Manager Jeremy Podger's three-pronged investment approach. He reviews the current pipeline of corporate actions across the globe and...
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
The economic recovery is long in the tooth and the rate of growth is slowing.
Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.
Helped by rising oil price
Latest rebalance list unveiled
Yield and credit curves flat in several markets
Canaccord’s Thomas reveals his funds to ditch and what should replace them
Industry Voice: If 2017 saw one of the more benign market environments in decades, 2018 is already proving to have a bit more bite. This heralds the return of alternative or less directional trading, according to Steve Waddington, multi-asset manager...
Highlights of group's 2018 Analyst Survey
Chris Macdonald steps down from board
At T.Rowe Price, we believe the global economy looks set to carry much of its recent momentum into 2018, although growth is likely to be slower than what we saw in mid-2017. Trends such as healthier government finances among the more indebted euro-area...
Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
Growth of 1.8% over the year
Could 'fix a host of failings'
Investment Pulse: Is consolidation in the asset management industry more damaging than initially thought?
IW readers give their views
Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...
MFS Investment Management's Pilar Gomez Bravo
M&G's Johan Du Preez
Pictet Asset Management's Tomás Pinto
Wells Fargo's Garth Nisbet
Three key areas of concern
Robin Geffen, CEO at Neptune Investment Management and lead manager on the £200m Neptune Income fund, has been steering the portfolio away from domestically-focused stocks, as he believes the UK economy is "weak and getting weaker".