PA Autumn Congress 2015: What you missed
A look at some of the highlights of the 2015 edition of PA Autumn Congress.
A look at some of the highlights of the 2015 edition of PA Autumn Congress.
Jeremy Paxman talks to Gary Corcoran about the Miliband brothers and what is wrong with the upcoming EU referendum as well as “disgraceful lies” and “self-evident truths”.
Ten to 15 years ago, investors had the view that the best way to invest in emerging markets was to do so as though they were all one homogenous unit. That is no longer the case argues Ward Brown, MFS portfolio manager.
Lively discussions on the future of wealth management, panel debates and a keynote address from Jeremy Paxman were just some of the highlights of this year’s Portfolio Adviser Summer Congress 2015.
While Asia presents the best opportunities in emerging market equities, it is Latin America that excites most in the debt space, according to Capital Group’s senior vice president Martyn Hole.
John Clougherty, head of UK retail at Fidelity Worldwide Investment discusses how technology is changing the wealth management space, the rise of robo-advice and what he thinks the financial services sector is likely to look like in five years.
Going short is one differentiating factor behind Chris Kinder’s extended alpha equity strategy fund and a skill not practised by many competitors in the UK All Companies sector.
The valuation gap between value and growth stocks in the US is the widest it has been in the last 20 years.
Lewis Grant’s Hermes Global Equity fund is benchmarked against the MSCI World index so is a developed market proposition.
Technology related consumer and service industries offer the best way forward for investing in emerging markets and across Asia, according to Baillie Gifford’s Michael Gush.
As bottom-up stock pickers, focusing in on the drivers of a company’s value creation, its final outcome are far more important than sectoral or macro themes, says Hollie Briggs, product manager of the Loomis Sayles US Equity Leaders Fund.
Since early 2013, UK CPI has fallen month-on-month from just under 3% to 0.1% at the end of May.