Value investors have been forced to endure a prolonged period of underperformance, as extreme market dislocations caused by central bank policies have boosted the appeal of growth counterparts.
European fund managers are continuing to hone in on Italy's 'cheap' equity market, despite the poor performance of the country's banking sector in the EU's recent stress tests and uncertainty surrounding a key referendum in October which could cause more...
Steps down at end of August
Need to depreciate currency
Worried by Brexit and negative rates
Took $144m in May
As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...
Left firm without notice
Real growth needed
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
Effective from 1 July
Sector trading at high yields
Suing for his cut in £200m bonus pool
In the second part of this special Big Question, managers assess the risks and rewards of investing in this sector in the current climate.
Worked at Columbia Threadneedle and GAM
All the latest launches
Leaving after 30 years
Joining board of directors
Ex-ECB president Trichet also appointed
To be listed on London Stock Exchange
Gross suing for over $200m
US jobs report stronger than expected
Withdrawn after just one year
New fund launches to come