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Politics, policy and perseverance

Industry Voice: Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments, says UK firms which are busy making contingency plans and not waiting for clarity from politicians could prosper, and that going into 2019 there are many undervalued...

Peter Schwabach of Shield Investment Management and Simon Wajcenberg of North Block Capital, discuss how they are using crypto assets to generate above-average returns for investors as the sector seeks regulation.

Industry Voice: As responsible and sustainable investors, we are often asked for our opinion on the FAANG stocks which dominate the US tech market and whether we would deem these suitable investments.

INDUSTRY VOICE: Consideration of ESG issues does not end when the investment decision is made. Through active engagement and voting, investors and companies work to improve the management of risk and create conditions for long-term outperformance.

Industry Voice: As we approach the New Year, a range of disruptive forces present distinct challenges for investors - playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and...

Industry Voice: William Davies, Global Head of Equities at Columbia Threadneedle Investments, deconstructs the fear factors for 2019, from trade and interest rates to China, emerging markets and geopolitics.

PARTNER INSIGHT: Seen as the building blocks of a portfolio, strategic and tactical asset allocation processes should work in tandem to deliver on-target and risk-adjusted returns. Here, the two processes are analysed to see how they complement each other...

An underappreciated allocation opportunity

Industry Voice: Mark Burgess, CIO EMEA at Columbia Threadneedle Investments, discusses the factors extending the business cycle and gives his outlook into 2019