Analysis

Delegates heard from four fund managers at Investment Week's Property Breakfast Briefing last month discussing portfolio positioning and tailwinds for the sector.

Can new leaders beat corruption?

Beneficiaries of the oil price drop

Weather the central bank storms

The argument for 'sustainable' investment

Are asset managers really 'too big to fail'?

Significant restructuring in the economy needs to be seen, as society ages and the government faces the political realities of rebalancing growth across society, according to Samir Mehta, manager of the JOHCM Asia ex Japan fund

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Investment trusts you can trust?

Grant Bughman, senior equity strategist at UBS Global Asset Management, says investors in the US have begun looking for bad news in hopes that it will postpone the first rate hike