Industry Voice

Industry Voice: Volatility spiked in the first quarter of 2018, driven by the unwinding of US volatility products and then compounded by an increase in global trade tensions and profit taking in US technology stocks. Can unanticipated volatility present...

Industry Voice: 2017 was a better year for active equity managers, but over the long run the results look less healthy. Skill isn't spread evenly - some managers are much better than others.

Industry Voice: Biotech companies are increasingly pioneering groundbreaking therapies for diseases with high unmet medical need. Investing in these innovation leaders is a hallmark of BB Biotech'sinvestment philosophy.

INDUSTRY VOICE: The financial crisis hit the Irish property market hard. House prices fell over 50% from peak to trough, housebuilding stalled, as did mortgage lending. In short, it was a disaster.

INDUSTRY VOICE: The rise in bond yields and concurrent shakiness in equity markets may emanate from a subtle but important shift in risk sentiment on inflation.

INDUSTRY VOICE: After a number of years in which central banks were more concerned with fighting the risks of deflation, several signs point to a higher inflation environment in the US.

PARTNER INSIGHT: Fidelity Global Special Situations Fund manager Jeremy Podger looks at the impact of technology stocks on global equities in recent times. He explains why it's not necessarily straightforward to assess if the sector is overvalued and...

INDUSTRY VOICE: When President Donald Trump was elected in November 2016, investors wondered about the possible impact of U.S. protectionism on Asia and in particular China. Yet in the absence of substance behind the political rhetoric, investors in China...

What does 2018 hold in store? BMO Global Asset Management's latest Responsible Investment Review takes a look at some of the trends that will shape the responsible investment agenda for the year ahead.