Industry Voice
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
Industry Voice: Sovereign interests: ESG matters in emerging market debt
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
Partner Insight: Where is the dividend growth in Europe?
Sam Morse, manager of Fidelity European Values PLC, tells Incisive Works how to make the best of a gloomy outlook
Partner Insight: How to invest beyond market cycles
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
Partner Insight: What does China's domestic consumption story tell investors?
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
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
