Five myths investors must overcome in emerging markets
Investors fail to acknowledge the scale of emerging markets, writes Chris Kushlis
Defensives
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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Canada Life’s Sriharan: The rules of engagement on asset allocation have changed
Multi asset manager discusses defensive plays, generating long term alpha, and fixed income allocation
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2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023
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Lowen and Beagles: The secret to our (long-term) success
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
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Defensive stance sees Ruffer performance suffer
Rica failed to gain from the market rally, but defended its positioning
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Global equity investors back sustainable newcomers
Global equity category has fallen on hard times with even sector darlings Fundsmith Equity and Lindsell Train Global Equity down on their luck
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Sophie Meatyard: The winners and losers of 2018
Defensives finish the year strong after two violent sell-offs as investors eschew the ‘buy the dip’ mentality
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Days of defensive tobacco go up in smoke
US regulatory clamp down adds to disruption already hitting the sector
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Investors ‘risk playing it too safe’ as PM signs Article 50 letter
The biggest risk facing investors is playing it too safe amid the Brexit process, according to the chief investment officer of Kames Capital.
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PA ANALYSIS: Yarrow, Stick and co leading defensives revival
Much has been made of UK investors’ supposed rotation into cyclicals, but it has been noticeable how more defensively minded stockpickers have returned to form in 2017.
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Five defensive calls to guard your portfolios in a downturn
Cyclical stocks have enjoyed a recent boom as reflation expectations cranked up a gear. We asked fund managers for their thoughts on the best defensive sectors ‘left behind’ in the great cyclical rotation.
