From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.
As equities reach record highs and fresh volatility hits fixed income markets, Investment Week asks if cash is now looking like a more appealing proposition.
What is your most interesting contrarian position?
What is proper portfolio diversification?
Which sectors are ripe for consolidation?
Managers pick their top alternative assets
As property continues to deliver for investors, value is becoming harder to find. Investment Week asks allocators and fund managers which sub-sectors still look like attractive propositions.
Fund managers reveal currency plays