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fund manager views

Making the UK 'investable' again: Domestic equities now due a re-rating
Making the UK 'investable' again: Domestic equities now due a re-rating

Deep Dive into UK equities

  • UK
  • 21 January 2021
Three months' pain for long-term gain? Tackling Q1 headwinds will lead to better times ahead
Three months' pain for long-term gain? Tackling Q1 headwinds will lead to better times ahead

Deep Dive into UK equities

  • UK
  • 20 January 2021
Timing is everything during pandemic: How investors can ride the second wave and not drown in it
Timing is everything during pandemic: How investors can ride the second wave and not drown in it

Deep Dive into global equities

  • Global
  • 15 January 2021
A whole new world: Market recovery on the way but do not expect a return to the old normal
A whole new world: Market recovery on the way but do not expect a return to the old normal

Deep Dive into global equities

  • Global
  • 14 January 2021
Welcome to the #neversell era: How the latest incarnation of Nifty Fifty firms is packing a punch
Welcome to the #neversell era: How the latest incarnation of Nifty Fifty firms is packing a punch

Deep Dive into global equities

  • Global
  • 14 January 2021
A shot of hope: Vaccine and cash injections could spring economy back to life by Q2
A shot of hope: Vaccine and cash injections could spring economy back to life by Q2

Deep Dive into global equities

  • Global
  • 14 January 2021
In high spirits: China's continued growth in the face of the pandemic is hard to ignore
In high spirits: China's continued growth in the face of the pandemic is hard to ignore

Deep Dive into China

  • Asia
  • 17 December 2020
A golden era? Resilience, secular growth and attractive valuations make China a sure bet for investors
A golden era? Resilience, secular growth and attractive valuations make China a sure bet for investors

Deep Dive into China

  • Asia
  • 10 December 2020
Crouching tiger, hidden powerhouse: Why China's re-emergence as a global player must not be sniffed at
Crouching tiger, hidden powerhouse: Why China's re-emergence as a global player must not be sniffed at

Deep Dive into China

  • Asia
  • 08 December 2020
In good company: Strong balance sheets offer Japanese firms resiliency during downturns
In good company: Strong balance sheets offer Japanese firms resiliency during downturns

Deep Dive into Japanese equities

  • Asia
  • 04 December 2020
Artificial intelligence in healthcare: The 'do no harm' ethos must be extended to its application in the sector
Artificial intelligence in healthcare: The 'do no harm' ethos must be extended to its application in the sector

Deep Dive into ESG - the tech sector

  • ESG
  • 04 December 2020
Reversing the tide of 'slowbalisation': China's latest Five Year Plan to kickstart growth at home and abroad
Reversing the tide of 'slowbalisation': China's latest Five Year Plan to kickstart growth at home and abroad

Deep Dive into China

  • Asia
  • 02 December 2020
The sustainability bloc party: Will the next decade be Europe's moment to shine?
The sustainability bloc party: Will the next decade be Europe's moment to shine?

Deep Dive into ESG - the tech sector

  • ESG
  • 30 November 2020
Don't tech no for an answer: Hidden gems are just as fashionable - and more ESG-savvy - than the FAANGs
Don't tech no for an answer: Hidden gems are just as fashionable - and more ESG-savvy - than the FAANGs

Deep Dive into ESG - the tech sector

  • ESG
  • 30 November 2020
Getting the best of both worlds: Why tech and ESG funds have more in common than what divides them
Getting the best of both worlds: Why tech and ESG funds have more in common than what divides them

Deep Dive into ESG - the tech sector

  • ESG
  • 30 November 2020
In a league of its own: Relentless bond and equity market growth puts China ahead of the rest
In a league of its own: Relentless bond and equity market growth puts China ahead of the rest

Deep Dive into China

  • Asia
  • 26 November 2020
The race for tech supremacy: China's AI battle with the US is not without its hurdles
The race for tech supremacy: China's AI battle with the US is not without its hurdles

Deep Dive into China

  • Asia
  • 25 November 2020
A rock for all seasons: Gold is more than just a doomsday asset
A rock for all seasons: Gold is more than just a doomsday asset

Deep Dive into commodities

  • Commodities
  • 20 November 2020
A little goes a long way: How Japan's activist shareholder evolution is slowly taking off
A little goes a long way: How Japan's activist shareholder evolution is slowly taking off

Deep Dive into Japanese equities

  • Asia
  • 20 November 2020
Primed for a rebound: Japanese stocks ready to flex their muscles again
Primed for a rebound: Japanese stocks ready to flex their muscles again

Deep Dive into Japanese equities

  • Asia
  • 18 November 2020
The secret weapon? Commodities a useful addition to a multi-asset fund's armoury
The secret weapon? Commodities a useful addition to a multi-asset fund's armoury

Deep Dive into commodities

  • Commodities
  • 17 November 2020
Value-style, growth-style or something in between? The bias conundrum for Japanese equities investors
Value-style, growth-style or something in between? The bias conundrum for Japanese equities investors

Deep Dive into Japanese equities

  • Asia
  • 13 November 2020
AMP Capital's Mousina: Everything counts in small amounts when it comes to gold
AMP Capital's Mousina: Everything counts in small amounts when it comes to gold

Deep Dive into commodities

  • Commodities
  • 12 November 2020
A mixed bag: Oil and metals fortunes in a constant state of flux
A mixed bag: Oil and metals fortunes in a constant state of flux

Deep Dive into commodities

  • Commodities
  • 11 November 2020
123

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Baillie Gifford's James Anderson: Amazon could be nearing 'day two'
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Seeing both sides of the same coin: Wealth managers split on Bitcoin amid growing adoption and wild price swings
Seeing both sides of the same coin: Wealth managers split on Bitcoin amid growing adoption and wild price swings
Columbia Threadneedle poaches distribution head from BlackRock
Columbia Threadneedle poaches distribution head from BlackRock
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