Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, on how a contrarian view allows him to seek out undervalued equities in continental Europe.
Industry Voice: Lyxor ETF's guide to investing in US Equities
Industry Voice: Investors are questioning the inefficiencies that can come with the crowds. Core equity ETFs need to be redefined in favour of the investor.
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
Industry Voice: How should bond investors approach markets such as Turkey and Argentina?
Industry Voice: The consensus view is that domestically-focused UK small and mid-caps are deeply out of favour relative to larger and more international FTSE 100 stocks. But is this correct? Alex Wright challenges this narrative.
Industry Voice: The US has, in recent months, exhibited an extended period of outperformance relative to the rest of the world in both GDP growth and stock market performance, led by the standout performer, the FAANG-driven technology sector.
INDUSTRY VOICE: Assessing materiality, the balance between engagement and divestment and the recurring question over whether there is a performance penalty associated with responsible investment are just some of the challenges faced.
Partner Insight: Isaac Chebar, manager of the DNCA European Select Equity Fund, discusses why big box retailers shouldn't be discounted - despite the growing number of e-commerce upstarts
Industry Voice: Ian Lance and Nick Purves discuss how they define Value Investing
Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...
What does the Global Industry Classification System mean for your tech-related portfolio and what can you do about it?
Partner Insight: Columbia Threadneedle Investments' Toby Nangle, manager of the Threadneedle Dynamic Real Return Fund, reveals where he is seeing the best investment opportunities amid market re-ratings
Partner insight: There was a positive flow of capital into the biotech sector during the third quarter.BB Biotech is actively increasing its exposure to new drug development technology such as RNA-based therapeutic agents, and gene and cell-based therapies....
Partner Insight: Changing demographics, globalisation and technology are just some of the factors pushing capital from Western economies to Eastern economies over the past thirty years. Are multi-asset portfolios at risk of being left behind amid such...
Industry Voice: Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
Industry Voice: Ian Lance and Nick Purves discuss how value investing has changed in years gone by and why the market is at a turning point today when it comes to identifying value stocks
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.
CTI's Nangle: 'It is hard to see how the trajectory of trade distortions will affect the market ratings; that is worrying'
Partner Insight: Columbia Threadneedle Investments' Toby Nangle, manager of the Threadneedle Dynamic Real Return Fund, explores how to price assets given negative investor sentiment
Partner Insight: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns
Partner Insight: Markets have observed a trend towards quality growth over the past decade driven by the fact many investors sought growth in a world of secular stagnation. This combined with monetary policy initiatives such as falling interest rates...