Many emerging market economies have strengthened, putting them on firmer footing for future growth. We believe valuations remain attractive but this asset class needs careful handling: investors should look for a quality-focused approach with risk mitigation...
The S&P 500 Tobacco index has out-performed the S&P by more than 1,000% over the last 28 years, creating significant investment returns for investors.
The biotech sector has been churning out a new generation of drug treatment options.
The video gaming industry is maturing. While it has been around for nearly half a century, we believe this fast-growing market segment is entering a new and potentially disruptive stage.
This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.
With increased market volatility and the impact of global political events, Legg Mason's Gary Herbert explains why investors need to watch out for liquidity red flags in many areas of the fixed income market
Investors should adopt a total return approach in the current environment according to Matthews Asia's Yu Zhang
UK housebuilders have performed strongly in recent times, rising in excess of 400% since the financial crisis. But with house price growth slowing and construction workloads decreasing, do UK housebuilder stocks represent a concrete investment?
Gary Herbert, portfolio manager at Legg Mason subsidiary Brandywine Global, explains his multi-sector approach to achieving value across different bond segments
Carmignac Portfolio Unconstrained Global Bond: How using a modified duration strategy can help navigate market woes
Modified duration has played an important part in the Carmignac Portfolio Unconstrained Global Bond fund ever since it was launched, and over the past 18 months in particular.
Neptune's Chief Economist and CIO James Dowey explains why he is increasingly cautious about the outlook for the UK economy and consumer, and believes UK investors will have to be highly selective as a result.
Quantitative easing (QE) has resulted in heavily indebted developed economies and has had varying degrees of success. The question now for QE is not about how much, but how much longer?
Artemis' Ralph: 'UK growth will be much slower and real wage growth will ultimately fall….even a soft Brexit will cost the UK'
Alex Ralph, manager of the £1.2bn Artemis High Income Fund, explains why she remains concerned in regards to the outlook for the UK market and has turned her attention to Europe instead.
Why the Carmignac Portfolio Unconstrained Global Bond team has upped its exposure to energy and financials
The Carmignac Portfolio Unconstrained Global Bond team explains why it has upped its exposure to energy and financials. The team also share with us what it sees as the future for fixed income investing as rates and inflation begin to rise.
Sorting Through the Noise
Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).
How is Artemis High Income dealing with the challenges of liquidity and forthcoming macro challenges?
While the Artemis High Income Fund, managed by Alex Ralph, does not adhere to any specific benchmarks, it does instead focus on achieving an 'above average' and relatively high level of income by investing in bonds and some higher yielding equities too....
How the Carmignac Portfolio Unconstrained Global Bond team's unconstrained approach assists in finding value on certain fringes of the market
Insight into the Carmignac Portfolio Unconstrained Global Bond strategy
The global robotics market is expected to grow by 10% yearly until 2025, according to Boston Consulting Group. The uptick is projected to be driven by an increase in consumer demand, as well as falling prices and an increase in private investment in robotics....
Are funds focused on higher income, rather than capital growth, more likely to succeed in the current market environment?
As strategies investing in credit for capital growth struggle in today's difficult market environment, Artemis' Alex Ralph explains why the best option for some investors may be to look at strategic bond funds that provide a higher income and an element...
The goal of generating performance in a varied market environment is embedded in Carmignac Portfolio Unconstrained Global Bond's investment process
Changes in markets have disrupted traditional investment models ever since the global financial crisis nearly a decade ago. Geopolitical events in particular have continued to test investors who want to outperform a benchmark.
Taking advantage of credit risk and volatility: How to sustain a higher income through market cycles
Alex Ralph, manager of the £1.2bn Artemis High Income Fund, explains her fund's strategy which aims to look 'through' market risks and economic cycles to achieve its target income and capital growth
Globalisation is often blamed for the world economy's ills. Many commentators attribute rising populism in the West to years of wage stagnation attributed to globalisation. But, in our view, deglobalisation would be costly and disruptive for all regions...
Value strategies have historically outperformed their growth counterparts, yet have suffered amidst adverse market conditions in recent years. While value's outperformance has returned, few funds are positioned for it. What's behind value's recent resurgence...