Industry Voice
Industry Voice: Digging deep for value
Global emerging market investors often overestimate corporate growth potential and overpay for the comfort of quality
Industry Voice: Three years of Modi - what next for India?
Kunal Desai, Head of Indian Equities
Industry Voice: Yielding strong results
Standard Life Investments' UK Equity Income Unconstrained Fund aims to deliver a yield in excess of 110% of the FTSE All-Share Index yield over a rolling three-year period.
Industry Voice: UK economic data has finally turned for the worse
In June 2016, immediately before the Brexit referendum, a curious thing happened.
Industry Voice: Up close and personal at Eastspring Investments
A fascinating new video reveals the contrarian nature of the team behind the Eastspring Investments - Global Emerging Markets Dynamic Fund. With behind-the-scenes footage, the camera catches up with a small, highly experienced group of valuation-driven...
Industry Voice: Trump's next phase - Where are the opportunities?
Lyxor's Head of ETF strategy, Adam Laird, recently did a series of interviews with Investment Week editor Lawrence Gosling, focusing on President Donald Trump, US equity and the outlook for investors.
Industry Voice: How Macron's win is changing the landscape for European equity
Investors breathed a sigh of relief after centrist, pro-EU candidate Macron's victory in the 1st round of French elections. Since then, European markets have come out swinging. Now he's secured the presidency, is another surge likely? In our view, the...
Industry Voice: Macron victory - what does it mean for European equities?
Centrist Emmanuel Macron's victory in the French election is a welcome, if unsurprising development for European markets. He gained nearly double the votes of Le Pen, with 66.1% compared to 33.9%. European investors can now put elevated fears over political...
Industry Voice: Is volatility dead? No, sell credit.
There are several arguments that one could currently make for why credit markets look unattractive.
Industry Voice: The UK Equity Income Unconstrained Fund
The UK Equity Income Unconstrained Fund aims to deliver a yield in excess of 110% of the FTSE All-Share Index yield over a rolling three-year period.
Industry Voice: Is Japan's corporate governance reform momentum stalling?
Kenichi Amaki, Portfolio Manager, Matthews Asia
Industry Voice: Biotech stocks perform well
Equity markets performed well in the first quarter driven by an expectation of lower corporate tax rates in the US and the potential repatriation of offshore cash and investments in infrastructure.
Industry Voice: Japan Equity Market Outlook 2017
Japan stands to benefit from Trump policies
Industry Voice: Japan's economy - moving in the right direction
Higher export volumes have helped Japan's economy continue its improvement, with growth of 1.0% (annualised) during the December quarter.
Industry Voice: Capitalising on the growth of the global high-yield market
This paper explores how to capitalise on the growing high-yield market.
Industry Voice: EM equities - positioning and opportunities
Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class
Industry Voice: Sustainable returns in the age of Trump
Lower health insurance premiums, less government interference in the healthcare system, lower costs for medical treatment, more competition and lower tax rates - the promises Donald Trump made during his presidential campaign are now the daunting challenges...
Industry Voice: What are the bond liquidity warning signs to be aware of?
Fears that bond markets could become more volatile as a result of reduced liquidity levels in the asset class are continuing to dominate investor conversations in 2017.
Industry Voice: Should bond investors fear a UK rate rise in 2017?
Not for the first time in recent history, investors are starting to question their fixed income holdings as the potential for a rise in interest rates in the UK hovers closer.
Industry Voice: The beginning of an unrecognised bull market in emerging markets
Emerging market equities have rebounded following several years of underperformance on both an absolute and relative basis, yet most investors remain pessimistic and are significantly underweight the asset class.
Industry Voice: Bonds - are we staring down the barrel?
After a 30-year bull market, fixed income investors are now staring down the barrel: 2017 could be the year the government bond bubble finally bursts. It's no time to be blithely banking on bonds.
Industry Voice: The freedom to perform
Our Equity Income Unconstrained Fund has the flexibility to invest across the entire market, choosing stocks irrespective of sector, style characteristics or market capitalisation.
Industry Voice: French elections - what to expect should Le Pen prevail
Mark Burgess, CIO EMEA and Global Head of Equities at Columbia Theadneedle Investments, considers the potential impact on markets of electing Le Pen, and the volatile consequences that this would have on French assets.
Industry Voice: Technology IPOs - the outlook in 2017
2016 was a weak year for technology IPOs - only 13 US venture-backed tech IPOs hit the market, in spite of fairly high public market valuations and investor appetite.
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