For most of the past decade, markets have operated in the shadow of geopolitical and macroeconomic storm clouds, writes Ken Wotton, manager of the Wood Street Microcap Investment fund.
The lead-up to and events immediately following the UK Brexit confirmed to us that the optimal route into the property sector is via a 'permanent capital' model, specifically listed real estate investment trusts (REITs).
Investment Week is pleased to announce this year's winners in categories including Best New Issue and Group of the Year.
Nick Baker, MD of fintech solution specialist, Bakehouse Communications, explores the key questions facing wealth and asset managers as fintech sector growth challenges traditional ways of doing business.
Demand for high-quality, healthier and sustainably produced food is growing rapidly.
Recognising specialist boutiques and passive investing
To say that markets have been unkind to alternative energy equities is an understatement. The sector, as represented by the WilderHill Clean Energy index (ECO index), is down 78% since July 2008 and down 61% since 2011.
Especially with China remaining uncertain
Closed-ended property trusts may not have been as badly impacted by the Brexit vote as their open-ended counterparts, which suffered £792m of redemptions in July, but the summer has still been a volatile period for the sector.
Subscription models are an exciting and fast-growing sub-sector in the booming e-commerce market, writes TMT Investments' Alexander Selegenev.
The closure of many open-ended property funds for only the second time in their history (we think) is a classic case of irrational investor decision-making, writes Guy Stephens, managing director of Rowan Dartington Signature.
One of the key differentiating factors of technology - and why it is such an exciting place to invest - is that it has the power to create new markets. Certainly, this may happen sporadically in retailing, or construction, or oil and gas, but permanent,...
The long-promised robotics revolution has arrived. True, it is not quite what people imagined only a few decades ago. The humanoid automata beloved by science fiction are still at best fringe novelties.
Few opportunities in electricity sector
From both issuers and investors
Tech not immune from growth concerns
History shows oil prices bottom when the market starts to rebalance and when oil inventories stop growing; but when will this happen?
Growth in derivative-based defined return investments
Considering biotech funds
The FTSE ET 100 returned 5% versus the MSCI All Countries World index, which advanced 3.3%, in 2015 rounding off what was a successful year for environment markets.
Changing demographics in developed nations, a growing demand for both digital and physical infrastructure, and renewed interest in good corporate behaviour are set to rule 2016 and beyond.
2016 could turn out to be an interesting year for equities but investors will need patience, commitment and steady nerves in large doses, according to Charles L. Heenan, investment director at Kennox.
David Saunders, founding managing director of K2 Advisors, Franklin Templeton, explains how an allocation to hedged strategies can help investors outperform.
Focus on high quality companies