While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?
Any UK-based European equity manager will have had his head filled with Brexit over the past few months but, as Mike Buhl-Nielsen points out, it is only one of a long list of headwinds all managers are facing
In this Q&A session, filmed at Portfolio Adviser sister publication Expert Investor’s Pan-European Congress, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
In this Q&A session, filmed at Expert Investor’s Pan-European Congress, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
Sweden is a leader in socially responsible investing, so in Stockholm we gathered a group of leading SRI experts, fund buyers and managers to debate the big issues such as balancing ethics and performance, and whether to invest in the best company in ‘unethical’ areas – or avoid the sectors completely.
Steve Kenny talks about the move to diversified, multi-asset funds and the ever-changing demands of European fund selectors.
In this video interview, Franklin Templeton’s head of European fixed income David Zahn explains why he is redeploying his assets from government bonds to corporate bonds. He also challenges the notion that rising Fed rates mean the dollar will strengthen in the medium term.
Standard Life Investments’ Mikhail Zverev on great European stocks, the future of Google and the importance of data analytics
Portfolio Adviser Fund Awards 2014 Readers' Choice
European small caps exposed to consumer spending are significantly undervalued, says Baring Asset Management’s Nick Williams
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.
PA Fund Manager Readers' Choice Award 2013
