David Greene, client portfolio manager of the Amundi Absolute Return Multi Strategy, has adopted a cautious view to asset classes by having a low bond duration and low equity exposure across portfolios.
Investors often fear the ‘black-box’ notion attached to systematic investing because they don’t know what occurs behind the scenes, but Camilla Schelpe, lead scientist at GAM Systematic, says essentially it boils down to a set of rules which dictate how portfolios behave in different market environments.
Active managers have failed to live up to their promises in the US market, but by getting a few key ingredients right active management can be a powerful force for wealth creation, argues Gary Robinson, manager of the Baillie Gifford US Growth Trust.
Ed Meier, manager of the Old Mutual UK Equity Income fund, explores the FTSE 350 and small caps for portfolio ideas to generate 110% of the All-Share yield, but he will not be drawn to esoteric and unlisted names.
Dan Carter reveals the three key themes he is exploiting in the Jupiter Japan Income fund.
The divergence of central banks’ monetary policy has created opportunities for absolute return investors to generate positive, uncorrelated returns, says Manulife Absolute Return Rates fund senior portfolio manager Grant Peterkin.
James Thorne, manager of the Threadneedle UK Smaller Companies fund, believes the valuation discrepancy between UK equities and other asset classes, as well as the raft of resilient companies emerging as winners after a tough trading environment, make domestic small caps the place to be.
Structural issues and low inflation will prevent other central banks following the US Federal Reserve on its auto-pilot rate-hiking cycle, says Janus Henderson co-head of strategic fixed income Jenna Barnard.
The FTSE 100 hit an all-time high this week and long-held bearish sentiment towards UK equities appears to be turning, but can wealth managers see domestic stock market opportunities through the fog of a poorly-performing economy?
Fund managers have singled out Japan and certain regions in the emerging markets as offering the best investment opportunities in 2018.
T. Rowe Price’s Frontier Markets team explains why their boots-on-the-ground approach is critical to identifying opportunities in this under-researched asset class.
