Luciano Diana, senior investment manager at Pictet Asset Management, discusses the emergence of a thriving environmental products industry.
PARTNER INSIGHT: Fidelity Global Special Situations Fund manager Jeremy Podger looks at the impact of technology stocks on global equities in recent times. He explains why it's not necessarily straightforward to assess if the sector is overvalued and...
INDUSTRY VOICE: When President Donald Trump was elected in November 2016, investors wondered about the possible impact of U.S. protectionism on Asia and in particular China. Yet in the absence of substance behind the political rhetoric, investors in China...
What does 2018 hold in store? BMO Global Asset Management's latest Responsible Investment Review takes a look at some of the trends that will shape the responsible investment agenda for the year ahead.
Hear the manager's thoughts from the UK Equity Breakfast
INDUSTRY VOICE: Despite market volatility in Q1, BB Biotech performed very well with an overall return of 8.8% in CHF. Several large biotech companies are currently trading below their fundamental value,and offer an attractive entry level for investors....
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
Focus: L&G Multi-Asset Target Return Fund