Author: Portfolio Adviser

Patrik Schöwitz, strategist at J.P. Morgan Asset Management, explains why investors will find it increasingly difficult to find alpha.

Darius McDermott argues that the new generation of semi-active products that have track records of outperformance and behave consistently, can only be positive for the UK retail investor.

According to Alex Wright, manager of the Fidelity Special Situations Fund political events are likely to have an impact on his management approach in 2015.

In an effort to meet its target of a 50% increase in assets under management by 2018, Lyxor Asset Management has restructured its business into three centres of expertise.

Despite the hype, Heartwood Investment Management’s Michael Stanes says the group remains neutral on the Japanese market.

The proliferation of absolute returns funds has done much to widen the opportunity set available to investors. But it has also done much to muddy the waters. Aside from the delivery of attractive positive returns, many investors seek an investment strategy founded on firm risk management processes.

Carmignac Gestion investment committee member Jean Medecin looks at factors that investors should account for when investing in European equities

Montreux Capital managing partner Oliver Harris looks at how alternatives and income can benefit from examining demographic changes