Feature

Emerging markets

Franklin Templeton's Sehgal: How 'technological prowess' is impacting EMs

Several sectors 'subsumed' by tech growth

clock 30 January 2018 • 2 min read

Europe

GAM's Gallagher: The best stockmarket returns are not behind us

2017 marked another strong year for European equities, with the MSCI Europe index providing a total return of 11% and the MSCI Europe ex-UK index providing a total return of 12% in euro terms.

clock 30 January 2018 • 2 min read

US

The different stages of a profit cycle: 'It is critical to take an agnostic view'

Definition of growth 'not limited'

clock 30 January 2018 • 2 min read

UK

JOHCM's Savvides: Investors should take a glass half-full view on the UK

Unemployment at 50-year low

clock 30 January 2018 • 2 min read

Partner Insight

New Capital's Afzal: "The trend towards multi-asset investing has accelerated"

clock 29 January 2018 • 2 min read

Partner Insight

S&P's Edwards: "Indices can offer top quartile or better performance"

Partner Insight: Over the past decade much has been made of the uptick in global passive assets under management. Low-cost products such as ETFs have continued to gain market share, forcing fund groups to develop a clear strategy that differentiates their...

clock 25 January 2018 • 1 min read

Bonds

Church House's Campbell-Lamerton: No need to worry about ECB rate rises in 2018

Investors can 'sleep easily'

clock 24 January 2018 • 2 min read

Funds

Where to invest at this stage of 'the most unloved of bull markets'

Octupus Investments' Oliver Wallin

clock 24 January 2018 • 2 min read

Specialist

Which global sustainable companies will prove more resilient?

Impax director

clock 24 January 2018 • 2 min read

Emerging markets

Why EM equities are becoming a domestic play

Focus on internet and consumption

clock 24 January 2018 • 2 min read
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