Industry Voice

Hear the manager's thoughts from the UK Equity Breakfast

INDUSTRY VOICE: Despite market volatility in Q1, BB Biotech performed very well with an overall return of 8.8% in CHF. Several large biotech companies are currently trading below their fundamental value,and offer an attractive entry level for investors....

Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.

INDUSTRY VOICE: Lyxor's Cross Asset team looks at the economic backdrop for US assets - can the market hold up under recent strains?

INDUSTRY VOICE: The growth in popularity of ETFs has inspired a proliferation of options, providing investors with many different ways to access the core equity and bond markets. How to choose what to invest in? Lyxor ETF discusses why cost is the starting...

PARTNER INSIGHT: Could this be the beginning of the end? This is the question we ask in our latest Cyclical Outlook, which summarizes the conclusions from PIMCO's quarterly Cyclical Forum held earlier this month.

PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund

PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund, its high quality bias, and what distinguishes them from most income managers.

The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength - the first consecutive years...