As the oil price falls below $80 per barrel and other commodity markets also struggle with limited supply, investors are steering clear of resources funds, but some managers see these conditions as an investment opportunity.
‘Targeting volatility can leave you behind the curve'
'Charges debate is about value as well as clarity'
‘How we are using alternatives to dampen volatility’
Hansueli Jost is manager of the Julius Baer Euroland Value Stock fund. Following his address to delegates at Investment Week's Funds to Watch event in London earlier this month, he explains the current trend for improving corporate profitability in the...
Aviva Investors Multi-Strategy Target Return
F&C becomes BMO’s ‘European centrepiece’
‘Better economic performance is the biggest threat to investors’
It has been a tough few years for European managers, as the Continent has failed to recover from the blows dealt by the crash in 2008. This year, the pressures have escalated, with recession threatening in several eurozone states.
Jean-Sylvain Perrig is the Chief Investment Officer at Union Bancaire Privee. He tells Alice Rigby why there will be opportunities in the US for some time to come and what a bout of positive trading in Japan means for his portfolios.