Demand for Growth Creates Opportunities for Value in EM
The incessant investor demand for exposure to new economy sectors has driven valuations of the emerging world’s high growth companies to historical levels. Furthermore, investors have ignored traditional value sectors, driving the divergence of valuations between new and old economy stocks to new highs. For Value investors, this has created many areas that are being overlooked or forgotten.
New to the sustainable investing market – Rathbone Global Sustainability Fund
“Giving investors the ability to create long-term value, whilst delivering a positive environmental and social impact.” David Harrison, Fund Manager
Does recent merger and acquisition activity in UK equities indicate that a crash is imminent?
An increase in M&A activity is just one facet of UK equities explored in this wide-ranging guide on the sector.
Lyxor’s Laird discusses using ETFs for portfolio protection
Choppy markets, rising inflation and the threat of interest rate hikes: investment risk may be on the rise. In this video, Adam Laird, Head of ETF Strategy for Lyxor ETF, discusses three ways you can use ETFs to protect a portfolio.
Should investors favour alternative over conventional strategies?
Mark Nash, head of fixed income, Ian Heslop, head of global equities, and Lloyd Harris, manager of the Old Mutual Financials Contingent Capital Fund, each explain why fundamental shifts in the global economic backdrop mean that now may be a good time for investors to consider allocating to strategies seeking returns that are uncorrelated with traditional asset classes.