Industry Voice
What is driving the narrowing of investment trust discounts?
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
Industry Voice: Does white labelling have shades of grey?
Life is rarely black or white and so with white labelling of model portfolios on platforms a few shades of grey have crept in!
Industry Voice: Beat the Warning Lights:
Managing Risk in European Equities
Industry Voice: A steadier ride in more uncertain times
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...
Industry Voice: Could the euro zone periphery head off the rails again?
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.
Partner Insight - Will investors shift even further towards alternatives?
Today many investors have recognised that a sizable allocation to alternatives can give a much needed boost to portfolios.
Industry Voice: Due diligence in an ever evolving market
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...
Industry Voice: UK labour market: first signs of trouble?
Melanie Baker, Senior Economist @RLAM_UK examines the latest data
Rising investment themes: the concept of 'cobots'
Partner Insight: Cobots', or collaborative robots, are cheaper than employing somebody to do relatively menial tasks, write Alex Illingworth and Rosanna Burcheri, managers of the Artemis Global Select Fund
Industry clusters: the key to identifying economic strengths and opportunities
Partner Insight: Artemis' Alex Illingworth and Rosanna Burcheri discuss their "incredibly fussy" selection approach and the risk of recession in 2019
Rich pickings in an unloved market
Industry Voice: With valuations at multi-year lows and the UK out of favour with global investors, what's the right approach for a UK equity income manager? Chris Murphy, manager of the Aviva Investors UK Equity Income Fund, says there are some rich pickings...
The role of active and passive funds in portfolios
Industry Voice: Adrian Gaspar, Multi-Asset Investment Specialist at M&GPrudential Treasury and Investment Office (T&IO), provides some thoughts as to why advisers may look to use active and passive funds in portfolios, either exclusively or alongside...
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