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
INDUSTRY VOICE: Lyxor's Cross Asset team looks at the economic backdrop for US assets - can the market hold up under recent strains?
INDUSTRY VOICE: The growth in popularity of ETFs has inspired a proliferation of options, providing investors with many different ways to access the core equity and bond markets. How to choose what to invest in? Lyxor ETF discusses why cost is the starting...
PARTNER INSIGHT: Could this be the beginning of the end? This is the question we ask in our latest Cyclical Outlook, which summarizes the conclusions from PIMCO's quarterly Cyclical Forum held earlier this month.
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund, its high quality bias, and what distinguishes them from most income managers.
PARTNER INSIGHT: Managers from Investment Week's Europe Breakfast Briefing discuss the drivers and risks for these strategies.