Industry Voice
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...
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?
Greater interest in the biotech sector
Partner insight: There was a positive flow of capital into the biotech sector during the third quarter.BB Biotech is actively increasing its exposure to new drug development technology such as RNA-based therapeutic agents, and gene and cell-based therapies....
How are 'shifting' economic centres of gravity impacting multi-asset portfolios?
Partner Insight: Changing demographics, globalisation and technology are just some of the factors pushing capital from Western economies to Eastern economies over the past thirty years. Are multi-asset portfolios at risk of being left behind amid such...
Key Takeaways From PIMCO's Cyclical Outlook: Growing, But Slowing
Industry Voice: Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
RWC Explains: What is value investing in today's market environment?
Industry Voice: Ian Lance and Nick Purves discuss how value investing has changed in years gone by and why the market is at a turning point today when it comes to identifying value stocks
Airports, casinos and e-sports: Finding sustainable income opportunities in Asia
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
Are negative emerging market headlines hiding a wealth of opportunities?
Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.
The rise of the 'new' multi-asset alternatives
Partner Insight: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns
RWC Explains: When, and why, does value investing work?
Partner Insight: Markets have observed a trend towards quality growth over the past decade driven by the fact many investors sought growth in a world of secular stagnation. This combined with monetary policy initiatives such as falling interest rates...
AMITY INSIGHT: The Waste Problem
From “Take, Make & Dispose” to a Circular Approach THE WASTE PROBLEM
Capital markets research and modelling: Is this the engine of a multi-asset portfolio?
Partner Insight: As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is...
Europe today: Italian stress & value opportunities
Industry Voice: Watch Rob Burnett discuss why he believes markets are overreacting to recent events in Italy and the key catalysts required for value strategies to outperform.
Can a stockpicker make real returns in US equity? Infographic
Industry Voice: US equity is a tricky market for stockpickers.
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