Plenty of 'outstanding' investment opportunities to be found in US stockmarket
As the traditional 12 days of Christmas rapidly approach Square Mile Investment Consulting & Research picks out 12 funds from its recommended list.
Is a recession on the horizon?
Managers reveal their top deals of the year
Industry Voice: With yields low and unprecedented uncertainty, it's fair to say it hasn't been the easiest market for bond investors. Tim Foster and Claudio Ferrarese, co-managers of the Fidelity Strategic Bond Fund, reflect on the need for greater flexibility...
Industry voice: High yield investors are on notice for a jumbo financing package off the back of a flurry of M&A activity, particularly in the telecoms space. Fidelity's Peter Khan discusses the outlook for one the largest and most widely-held high yield...
Partner Insight: As veteran fixed income investor Ian Spreadbury prepares for his retirement at the end of the year, Sajiv Vaid, his current co-manager and successor as lead manager on the popular Fidelity MoneyBuilder Income Fund braces for a more challenging...
December stockmarket anniversaries
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
Suffered price drop in Red October
Newly created role
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the challenges of a low yield environment and why leverage has risen in the corporate sector
PARTNER INSIGHT: Shaniel Ramjee, Senior Investment Manager Multi Asset at Pictet Asset Management, gives his market outlook.
Staunch value investor
How multi-managers are allocating portfolios
One of the biggest concerns for emerging markets investors will always be political risk. The relative stability of developed markets in Europe and North America - although notably even that cannot be taken for granted right now either - is not a luxury...
Dearth of information
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the value case of sectors and themes.
US small-cap funds among top ten
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...