From May to the end of June, many investors appeared to have fallen under a spell, writes Andrew Harmstone, portfolio manager for the global multi-asset team at Morgan Stanley Investment Management.
Managers from Investment Week's Thematic Investing Breakfast Briefing discuss the drivers and risks for these strategies.
Managers from Investment Week's US Market Focus discuss the drivers and risks for the asset class.
Global Emerging Markets Breakfast Briefing
PureGroup director Ben Bird analyses how sensitive five of the largest US equity funds are to two leading indicators: US rates and inflation.
Took place in Jersey on 16 March