Reassessing the sector during Covid-19
Cyclical and structural opportunities
Which frameworks can investors use to navigate markets?
Best performing EM fund in the spotlight
Oil and gas stocks rise amid escalating tensions
Europe's run of poor manufacturing and trade data continued in June.
Fund to be renamed
At the start of 2019 there were three main reasons to be bearish.
Markets have reacted with increased volatility
Guinness Asset Management has extended its emerging markets suite with the launch of the Best of Asia fund, the firm's fourth in the asset class.
Rating went from AA- to A+
Co-manager with Edmund Harriss
Minimal impact on alternative energy
In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
Launching IPO in mid-February
Trump and production cut creating uncertainty
Moody's downgraded sector outlook to 'negative'
Oil soared to over $50 a barrel
As 2017 approaches, sustainable investment is high on the agenda for many fund managers and experts. Here, they reveal which areas will make headlines and how they will gain exposure to them within their portfolios.
To say that markets have been unkind to alternative energy equities is an understatement. The sector, as represented by the WilderHill Clean Energy index (ECO index), is down 78% since July 2008 and down 61% since 2011.
Herd mentality in markets
Guinness AM's Matthew Page, co-manager of the Global Equity Income & Global Innovators funds, gives his take on the value and limitations of meeting company management.