Partner Insight: "We are trying to capture the mispricing created by behavioural biases" - Eastspring's Bentley
Eastspring's Sam Bentley discusses how adopting a value approach can offer huge opportunities in emerging markets
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
Sam Morse, manager of Fidelity European Values PLC, tells Incisive Works how to make the best of a gloomy outlook
Incisive Works recently attended an Allianz working lunch as Thorsten Winkelmann and Marcus Morris-Eyton discussed their portfolio construction philosophy for the Allianz Continental European Fund
The Chinese economy as a whole is slowing but domestic consumption is still relatively strong, says Dale Nicholls, manager of Fidelity China Special Situations PLC
Long- and short-term reasons lie behind the trend and there are surprising quirks such as the popularity of UK equity trusts despite Brexit delays
Life is rarely black or white and so with white labelling of model portfolios on platforms a few shades of grey have crept in!
Managing Risk in European Equities
After a strong opening to 2019 - and one of the longest bull markets in history - should we now expect a period of consolidation in equities? Fidelity Global Dividend Fund portfolio manager Dan Roberts discusses the benefits of emphasising dividends in...
Almost a decade on from the sovereign debt crisis, we explore whether the euro zone's peripheral economies have materially improved or old vulnerabilities will again become apparent as growth slows.
Today many investors have recognised that a sizable allocation to alternatives can give a much needed boost to portfolios.
Adrian Gaspar, Multi-Asset Investment Specialist at M&GPrudential Treasury and Investment Office (T&IO), looks at areas to be assessed for robust due diligence.
Industry Voice: The EM framing fallacy: Emerging market debt and the trials of a misunderstood asset class
How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it...
Melanie Baker, Senior Economist @RLAM_UK examines the latest data