Mirabaud

From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...

Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.

Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.

Six fund managers reveal the long-term trends driving their strategies, and the positions that have worked well for their portfolios this year, as well as the sectors they have avoided

Expects rate cut next month

Brexit has reversed the traditional perception of risk. Asian equities used to be considered a risky asset class compared with UK and EU equities. With heightened political and economic uncertainty in Europe, Asian equities now look like a safer option....

Following Investment Week's recent fixed income briefing in Edinburgh, three speakers from the event reveal how they are navigating the post-Brexit environment and where the best opportunities are this year.

Building 'boutique of boutiques'

Key drivers

Delegates at Investment Week's regional briefings in Edinburgh and Manchester heard from a number of global equity income fund managers who discussed the stock and sector tailwinds boosting their portfolios in 2016 and the risks challenging their investment...