Attractive relative valuations
'People need more advice'
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
Suffered price drop in Red October
'Symbolic of a deeper Anglo-Sino economic relationship'
Lessons from the global financial crisis
Will no longer be published from 2021
Largest trust IPO on record
Staunch value investor
New investment trust set to list on 1 October
How multi-managers are allocating portfolios
Dearth of information
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
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...
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
Chris Macdonald steps down from board
Harpdsen and Premier multiple winners
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...
Pictet Asset Management's Tomás Pinto
Three key areas of concern