Fidelity’s Bateman: Investors must be ‘braver for longer’
Fidelity’s James Bateman contemplates the potential end of the decade-long bull market and explains why he still considers equities to be more attractive than fixed income, despite the challenging landscape.
Black Monday: 30 years on, will history repeat itself?
Glancing at the titles of my past few blogs, you could be forgiven for thinking I’m a ‘glass-half-empty’ kind of guy.
PA ANALYSIS: EU single market to be ‘fragmented’ by Mifid II
Julie Patterson, head of investment management regulatory change at KPMG, believes this is a big risk because each of the EU’s 28 member states is…
Investec’s Summers on balancing quality stocks with value
With quality stocks seemingly ‘priced for perfection’, Investec Wealth’s Andrew Summers diagnoses adding value and cyclical ballast as the best tonic for equity positioning.
PA ANALYSIS: Sailing the macro winds in Japanese equities
Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also jumping on board with the asset class, but why?
Godber and Hamilton: How Polar Capital’s power duo find value
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
PA ANALYSIS: Frontier markets – still an asset class?
With a string of countries having been promoted to emerging market status by index provider MSCI in recent years, are frontier markets still a viable asset class?