When diversity means business
The financial services industry has won the ‘philosophical battle’ on representation, but what’s next?
The financial services industry has won the ‘philosophical battle’ on representation, but what’s next?
Head of asset allocation’s investment clock points to ‘stagflation’
Saker Nusseibeh, CEO of the recently-acquired Hermes Investment Management, talks about life under a new owner, Asia plans, ESG and industry consolidation.
An alternatives spike, the European recovery and optimism on China encourage high-risk investors according to the latest TMPI statistics.
With a bull market that doesn’t seem to be running out of steam, markets continue to reach new highs. In view of this, the allocation team at Brown Shipley remains risk-on but open-minded to geopolitical challenges, according to CIO Don Smith.
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.
Glancing at the titles of my past few blogs, you could be forgiven for thinking I’m a ‘glass-half-empty’ kind of guy.
You may be forgiven for not staying up late this Sunday to watch the results of Germany’s parliamentary elections, but Chancellor Merkel’s widely-anticipated victory is likely to impact the future direction of bond spreads.
Justin Onuekwusi, lead manager of Legal and General Investment Management’s multi-index fund range, talks passives, scaling up and being ‘relatively cautious’.
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 likely to implement its own slightly different version of the revised Markets in Financial Instruments Directive, or Mifid II. “The European single market as a whole will be more fragmented as…
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.
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?