fund manager views
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
A rock for all seasons: Gold is more than just a doomsday asset
Deep Dive into commodities
A little goes a long way: How Japan's activist shareholder evolution is slowly taking off
Deep Dive into Japanese equities
Primed for a rebound: Japanese stocks ready to flex their muscles again
Deep Dive into Japanese equities
The secret weapon? Commodities a useful addition to a multi-asset fund's armoury
Deep Dive into commodities
Value-style, growth-style or something in between? The bias conundrum for Japanese equities investors
Deep Dive into Japanese equities
AMP Capital's Mousina: Everything counts in small amounts when it comes to gold
Deep Dive into commodities
A mixed bag: Oil and metals fortunes in a constant state of flux
Deep Dive into commodities
The active manager's edge: Being mindful of ESG factors is simply good risk management
Deep Dive into corporate governance
US Election: Why pharma and other defensive sectors will provide a lifeline
Deep Dive into US Equities
High time for a 'good event': Human optimism key to US market success
Deep Dive into US equities
Artemis' Weldon: US recovery still on the cards beyond the election
Deep Dive into US Equities
Talk is cheap: Will US Election candidates see their economic policies over the line?
Deep Dive into US Equities
Fail to prepare for climate and supply chain risks? Then prepare to fail
Deep Dive into corporate governance
ESG is for life, not just for pandemics
Deep Dive into corporate governance
Deep Dive into property: Brexit and Covid-19 headwinds reveal uncomfortable home truths
Assessing the sector's chances over the next year
Deep Dive into emerging market equities: Good time to invest in the sector during pandemic - or not?
Opinion mixed over sector's opportunities
Deep Dive into absolute return: Time to step outside traditional asset classes?
New series exploring one asset class each week
Deep Dive into global equities: Ready for a K-shaped recovery?
New series exploring one asset class each week
Will the recovery of Chinese equities continue?
Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).
Emerging markets and the 'looming spectre' of rising inflation
The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.
Franklin Templeton's Morton: Welcome and necessary policy could lead to difficulties
Equity markets have rebounded over the past month as unprecedented monetary and fiscal stimulus has helped to prop up global economies.
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