Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, explains it is no coincidence that moments of political change in history have brought with them new economic thinking. With populism on the rise in Europe, Brexit still rumbling...
Good governance of multi-asset portfolios is increasingly important. However, the complexity of the process is increasing. Ciaran Mulligan, Head of Investment Manager Oversight at M&GPrudential Treasury and Investment Office, shares his views on how quantitative...
Aviva Investors’ Head of Investment Strategy and Chief Economist Michael Grady gives a summary of their outlook for global economies and markets.
Multi asset approaches are gaining ground but there are a lot to choose from. Fidelity's Multi Asset team set out two pointers to making the right selection
Despite the return of volatility, there's plenty of growth and value to be found across global equity markets by active managers. What's more, compelling alternatives are available for those looking for a differential in their equity allocations. Darren...
Hermes' Tim Crockford on finding the mid-market diamonds in Europe's uncertain industries
Tawhid Ali, CIO for European Equities, and Andrew Birse, Portfolio Manager for European Value Equities, believe that high conviction and a 'private equity-like' research mindset is vital for identifying opportunities amid uncertain market environments.