Industry Voice
Is the worst over for emerging markets?
Industry Voice: Krishan Selva, Client Portfolio Manager at Columbia Threadneedle Investments, says the main risk for emerging markets is in relation to the global trade war. However, negotiations will continue and the recent market correction provides...
Ethics & alpha: Can investing responsibly enhance returns?
Steve Waygood, chief responsible investment officer at Aviva Investors, takes an in-depth look at the relationship between responsible investing and performance.
Expertise combined, opportunity multiplied: why I created a real assets business
"The future is already here - it's just not evenly distributed" - William Gibson
Japanese Equities Still Have Plenty to Offer in 2019
Industry Voice: Japanese equities retain the characteristics that can continue to work well in 2019.
Finding opportunity in Europe's volatility
Industry Voice: Philip Dicken, Head of European Equities at Columbia Threadneedle Investments, says the European market is generally efficient, but inefficiencies often appear at times of dislocation and volatility. We aim to take advantage of these and...
What are the challenges facing financial advisers in 2019?
Partner Insight: A changing regulatory landscape and market volatility are on the agenda
Preparing Portfolios for Resilience Against Inflation Surprises
Industry Voice: Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.
Hold on to your hat in 2019
Politics, policy and perseverance
Fixation on Brexit misses the bigger picture
Industry Voice: Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments, says UK firms which are busy making contingency plans and not waiting for clarity from politicians could prosper, and that going into 2019 there are many undervalued...
Investing in FAANGS: Ethical concerns begin to bite
Industry Voice: As responsible and sustainable investors, we are often asked for our opinion on the FAANG stocks which dominate the US tech market and whether we would deem these suitable investments.
Using active ownership to engage with companies on ESG issues
INDUSTRY VOICE: Consideration of ESG issues does not end when the investment decision is made. Through active engagement and voting, investors and companies work to improve the management of risk and create conditions for long-term outperformance.
Five Themes Set to Dominate the Year Ahead - and How to Prepare
Industry Voice: As we approach the New Year, a range of disruptive forces present distinct challenges for investors - playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and...
It's all eyes on trade for 2019
Industry Voice: William Davies, Global Head of Equities at Columbia Threadneedle Investments, deconstructs the fear factors for 2019, from trade and interest rates to China, emerging markets and geopolitics.
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
Is Japan finally seeing a return to a dividend culture?
INDUSTRY VOICE: For historical reasons, Japan has often been overlooked by income-seeking investors. However, as Karen See, co-manager of the Baillie Gifford Japanese Income Growth Fund, explains, this is changing. Improved corporate governance is driving...
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