Industry Voice
Asia ex-Japan SMID Cap Equities
An underappreciated allocation opportunity
Redefining the cycle - 2019 CIO outlook
Industry Voice: Mark Burgess, CIO EMEA at Columbia Threadneedle Investments, discusses the factors extending the business cycle and gives his outlook into 2019
Investing in Private Companies
INDUSTRY VOICE: For investment professionals only. Capital invested will be at risk and there is no guarantee of any return.
How we evaluate growth stocks - LGIM's Launder
Partner Insight: Gavin Launder, Lead Fund Manager of the Legal & General Growth Trust, on the four characteristics of a growth stock and how he identifies a mispriced equity
Kazakhstan is making investing easier for international businesses
INDUSTRY VOICE: Investors face many challenges throughout their investment journey, especially when investing in foreign markets. Red tape, bureaucracy, a lack of verifiable information - these are just some of the hurdles along the way.
The index rebalancing act
Industry Voice: More money than ever is pouring into index funds. We're taking a more proactive approach to the risks that come with the crowds.
Fidelity's Podger: How I define risk in a global portfolio
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger's experience of managing global equities since 1990 means that he has a clear and consistent focus on three types of 'investments' when it comes to allocating stocks for his...
A new type of valuation discipline strategy to search for global equity opportunities
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
Exploiting Innovation in European Smaller Companies
Industry Voice: How to uncover innovative potential
Putting responsibility at the core of ETFs
Industry Voice: Through active engagement and by refraining from holding companies that fail to meet the minimum standards of business practice, ETF investors can benefit from something truly different.
Demand for Growth Creates Opportunities for Value in EM
Industry Voice: Tapping into the forgotten EM opportunities
Why we have a contrarian bias - DNCA's Chebar
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, on how a contrarian view allows him to seek out undervalued equities in continental Europe.
Spotlight on American Companies
Industry Voice: Lyxor ETF's guide to investing in US Equities
Core redefined: Expect more from your low-cost ETFs
Industry Voice: Investors are questioning the inefficiencies that can come with the crowds. Core equity ETFs need to be redefined in favour of the investor.
EM Debt - Investing in Troubled Countries
Industry Voice: How should bond investors approach markets such as Turkey and Argentina?
Fidelity's Wright: The contrarian value in UK large-caps
Industry Voice: The consensus view is that domestically-focused UK small and mid-caps are deeply out of favour relative to larger and more international FTSE 100 stocks. But is this correct? Alex Wright challenges this narrative.
Is US vulnerability beginning to rear its head?
Industry Voice: The US has, in recent months, exhibited an extended period of outperformance relative to the rest of the world in both GDP growth and stock market performance, led by the standout performer, the FAANG-driven technology sector.
What are the challenges faced when investing responsibly?
INDUSTRY VOICE: Assessing materiality, the balance between engagement and divestment and the recurring question over whether there is a performance penalty associated with responsible investment are just some of the challenges faced.
DNCA's Chebar on the value of legacy businesses in the retail space
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses why big box retailers shouldn't be discounted - despite the growing number of e-commerce upstarts
RWC Explains: Introducing a new approach to value investing
Industry Voice: Ian Lance and Nick Purves discuss how they define Value Investing
Lessons from Turkey and Argentina: Where is the value in EMD now?
Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...
DNCA's Chebar on value themes in the European universe
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses the opportunities available in pharma, telecoms and energy
Industry Voice: Has your tech portfolio lost some of its 'FANGs'?
What does the Global Industry Classification System mean for your tech-related portfolio and what can you do about it?
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