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...