Industry Voice

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...

Industry Voice: Through active engagement and by refraining from holding companies that fail to meet the minimum standards of business practice, ETF investors can benefit from something truly different.

Industry Voice: Tapping into the forgotten EM opportunities

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.

Industry Voice: Lyxor ETF's guide to investing in US Equities

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.

Industry Voice: How should bond investors approach markets such as Turkey and Argentina?

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.

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.

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.