Industry Voice
Emerging markets: firing on all cylinders
Industry Voice: Over the last two years, emerging markets have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis. With emerging market economic indicators accelerating...
Industry Voice: Market leadership - what happens next?
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
Are we in for smoother times in US equity?
INDUSTRY VOICE: Lyxor's Cross Asset team looks at the economic backdrop for US assets - can the market hold up under recent strains?
What's the importance of reducing fund management fees?
INDUSTRY VOICE: The growth in popularity of ETFs has inspired a proliferation of options, providing investors with many different ways to access the core equity and bond markets. How to choose what to invest in? Lyxor ETF discusses why cost is the starting...
Industry Voice: The Beginning of the End? Key Takeaways From PIMCO's Cyclical Outlook
PARTNER INSIGHT: Could this be the beginning of the end? This is the question we ask in our latest Cyclical Outlook, which summarizes the conclusions from PIMCO's quarterly Cyclical Forum held earlier this month.
How Morgan Stanley deliver an enhanced yield in different market conditions
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund
How pricing power drives Morgan Stanley's Global Brands portfolio
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund, its high quality bias, and what distinguishes them from most income managers.
Industry Voice: #DeleteFacebook? The data-mining fallout
Ali Unwin explains the ongoing data-mining fallout that has engulfed Facebook in recent weeks, highlighting the implications for tech companies and the two biggest risks for the social media giant.
Industry Voice: The cyclical drivers behind the EM renaissance
The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength - the first consecutive years...
Morgan Stanley's Paulson: Why we're focused on consumer staples
PARTNER INSIGHT: Bruno Paulson, who runs Morgan Stanley's Global Brands Equity Income Fund, admits to feeling "distinctly nervous" about markets but suggests there are signs of "global economic improvement."
Industry Voice: Why the downturn hasn't hurt the case for Japan
Asian markets, and particularly Japan, could be one of this year's equity hotspots. Abe's loose policy mix, the implementation of corporate tax reform and the Shunto wage negotiations were all key catalysts. Lyxor ETF explains why the case for Japan is...
Industry Voice: Unlock value in Japan smaller companies
The past year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.
Industry Voice: Is there any value left in the market? Absolutely!
We're nearly nine years into the current bull market. Alex Wright explains why now might be the time, against mounting pressures of higher inflation and interest rates, for value investors to start to look at which stocks offer absolute value.
Industry Voice: Difficult backdrop, but market to grind higher
Martin Cholwill, Senior UK Equities Fund Manager, Royal London asset Management
Industry Voice: Asset Allocation Outlook 2018
With market volatility on the rise, consider a broad set of relative value opportunities across global markets.
Industry Voice: What politics mean for German and Italian equity
With the Catalan crisis stalled, for now at least, all eyes have been on political risk in Italy and some arduous deal-making in Germany. After Sunday's result, Italy is likely to lurch into some frenzied horse-trading, but where will Merkel's new coalition...
Industry Voice: Casting the widest net in emerging-markets debt
Eaton Vance Emerging Markets Local Income (EMLI) strategy.
Industry Voice: Gold as an investment?
The original hedge against uncertainty
Industry Voice: A new dawn
For the first in a long time, 2017 saw a resurgence in global earnings growth. Fidelity Global Special Situations Fund Manager Jeremy Podger assesses whether this dynamic can continue to support markets and the potential implications for market leadership...
Industry Voice: Where are Asia's Dividend Opportunities?
Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.
Industry Voice: Biotech outlook - Increasing strength of innovation in 2018
2018 should be another intensive year for BB Biotech, with many important clinical trial results and regulatory approvals expected to keep the biotechnology industry and BB Biotech's holdings in focus. The investment team expects new product launches...
Industry Voice: Full Valuations Suggest Caution
At T.Rowe Price, we believe that while a broadening global economic recovery should continue to support markets into 2018, high asset valuations leave little cushion against unexpected market events. In this environment, bonds offer a counterweight to...
Industry Voice: What key trends are likely to shape the ETF industry in 2018?
Global equity markets continued to advance in 2017, which led to record breaking flows into ETFs.
