Industry Voice

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.

Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses why big box retailers shouldn't be discounted - despite the growing number of e-commerce upstarts

Industry Voice: Ian Lance and Nick Purves discuss how they define Value Investing

Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...

Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses the opportunities available in pharma, telecoms and energy

What does the Global Industry Classification System mean for your tech-related portfolio and what can you do about it?

Partner insight: There was a positive flow of capital into the biotech sector during the third quarter.BB Biotech is actively increasing its exposure to new drug development technology such as RNA-based therapeutic agents, and gene and cell-based therapies....

Partner Insight: Changing demographics, globalisation and technology are just some of the factors pushing capital from Western economies to Eastern economies over the past thirty years. Are multi-asset portfolios at risk of being left behind amid such...

Industry Voice: Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.

Industry Voice: Ian Lance and Nick Purves discuss how value investing has changed in years gone by and why the market is at a turning point today when it comes to identifying value stocks