How Artemis is profiting from disruption in US equities
Stephanie Sutton, investment director, US equities at Artemis Investment Management, reveals how the manager is benefiting from shorting disruptors and which stocks and sectors the firm is targeting.
An investment strategy where volatility goes up but risk does not
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
Are investors in Asia too reliant on China and India?
While China and India are not the only countries in Asia changing their economic make-up, they are without doubt the largest – but is their influence on the rest of the region disproportionately large?
Risks facing income investors seen growing in diversity
Generating a reasonable income from investments in the current environment means fund managers face a variety of risks. Click on the video to hear a group of top investors outline where those risks are likely to come from over the next 12 to 18 months.
PA Podcast: Is it time to rethink absolute return?
John Husselbee, head of Liontrust’s multi-asset team joins us to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.
PA Podcast: Trump inspired optimism and the risk of recession
Stephanie Flanders, JP Morgan’s chief market strategist for Europe and the UK discusses the demise of deflation, Trump’s lifting of animal spirits and the Brexit transition.
PA Podcast: It is time to stop conflating fintech and robo-advice
Joe Parkin, head of wealth and retail at iShares talks the rise of the digital investor and why financial technology is far more than just robo-advice