Investment
Where next for US equity valuations?
Plenty of 'outstanding' investment opportunities to be found in US stockmarket
Square Mile's 12 funds of Christmas
As the traditional 12 days of Christmas rapidly approach Square Mile Investment Consulting & Research picks out 12 funds from its recommended list.
Trade wars, QT and 'unsustainable tech stocks': The outlook for the US in 2019
Is a recession on the horizon?
The Big Question: What have been your best and worst trades of 2018?
Managers reveal their top deals of the year
The global economy is firmly in the late part of the cycle
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...
Does recent M&A activity signal a bigger high yield financing packages are on the way?
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...
Fidelity's Vaid: 'Protecting against downside risks has to be topmost in our minds now'
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...
Can the ghost of Christmas past show us what to expect from the stockmarket in December?
December stockmarket anniversaries
Are infrastructure stocks really 'bond proxies'?
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.
Scottish Mortgage celebrates success from unquoteds but 'true acid test' yet to come
Suffered price drop in Red October
Dolfin appoints former Credit Suisse head to lead investment management
Newly created role
Pictet's Cole: Why 'stable-looking' companies could be at risk
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
Pictet's Ramjee: where are the opportunities in Europe, EM?
PARTNER INSIGHT: Shaniel Ramjee, Senior Investment Manager Multi Asset at Pictet Asset Management, gives his market outlook.
Investec's Mundy: I would say we are only half way through the global financial crisis
Staunch value investor
Preparing to bunker down or full steam ahead? Part II
How multi-managers are allocating portfolios
What can strengthen the case for emerging markets?
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...
Majority of retail investors rate sustainable investments but education still a barrier
Dearth of information
It's time to 'learn to live with macro headwinds' in UK equities
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.
Sectors matter more than regions - Pictet's Cole
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the value case of sectors and themes.
Revealed: Top ten best and worst funds and sectors in August
US small-cap funds among top ten
'A lot to look forward to' for EM investors after a 'dismal' eight months
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...
