The contrarians in a world lacking conviction
Fearful investors urged to take on calculated risk as volatility returns
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Modi: not out?
Investing in India over the past 18 months has been somewhat turbulent.
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Weekly outlook: FCA to hike FOS limit despite backlash and 2018/19 tax year ends
The key events for UK wealth managers for the week starting 1 April
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How DFMs are navigating fees and transparency in alt funds
Number of alt funds has risen 76% in 10 years, according to Morningstar
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Risk-on or risk-off: Fund selectors on late cycle positioning
Portfolio managers reflect on their biggest dilemma as volatility returns
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Aviva Investors: Why are people looking at convertible bonds right now?
David Clott Senior Portfolio Manager explains why…
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Buxton retracts upbeat UK growth forecast
Richard Buxton has reneged on his view that UK GDP will hit 2% this year, but believes the domestic economy has hit a low point and will accelerate from here to the benefit of UK stocks. Watch the video below to find out more from the head of UK equities at Old Mutual Global Investors.
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Last Word launches website for ESG investors
Last Word – the company that owns Portfolio Adviser – has created a website for professional investors interested in ESG and impact investing.
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Richard Buxton’s biggest worry about global markets
Old Mutual Global Investors head of UK equities Richard Buxton has outlined his biggest worry about global markets. Find out what this is by watching the video below.
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Franklin Templeton’s MacDonald: EM small caps less volatile than you think
Alistair MacDonald, institutional portfolio manager for the Templeton Emerging Markets Group, outlines why investors should consider the small cap space when investing in emerging markets.
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Schroders’ Skanberg: Tightening will benefit European and Asian equities
European and Asian equities stand to benefit from rising bond yields and inflation as the economy moves further through the quantitative tightening cycle, according to Schroders European equities manager Martin Skanberg.
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MFS’ Murfin: ‘Expensive and dangerous’ credit markets require opportunistic approach
An opportunistic approach to credit markets is necessary in a world where quantitative easing and the search for yield has made certain areas “expensive and dangerous”, says Owen Murfin, investment officer and institutional portfolio manager at MFS Investment Management.