Making carbon fibre hay f
According to Pieter Busscher, fund manager of the RobecoSAM Smart Materials Fund, the demand for substitute materials and process innovations is supported by fundamental, long-term drivers.
Viewpoints
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Coco risks underappreciated Hermes Credit
Given their equity-like features, at first glance cocos offer outstanding value for fixed income investors seeking yield.
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Search for value more complicated
According to Colin Morton, what has been going on recently is a little more complicated.
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Can US dividends actually deliver
According to Claire Hart, right now quality should be at the forefront of any dividend stocks under consideration for inclusion in a portfolio. By Clare Hart, Fund Manager, JPM US Equity Income Fund
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Bond markets present a conundrum
Bond markets in recent months have presented us with a conundrum: US yields are expected to push higher but the Eurozone remains more difficult to call, according to Mark Burgess, CIO at Threadneedle Investments.
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A few reasons to still like risk assets for income
JP Morgans Talib Sheikh explains why the current market remains rather supportive for risk assets, especially when compared to bonds.
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For income consider an unconstrained EM
According to Lazards Pat Ryan, many of the obvious sources of income in the equity market are unappealing
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Performance indicators can they be trusted
There are a number of measures advisers can use to assess investment managers performance. One of these, the Global Investment Performance Standards (GIPS), hit the headlines recently when Rathbones announced it was GIPS compliant. But what are GIPS, how do they compare
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Downside protection and other active benefits
Active investment can maximise returns and provide downside protection argues Skagens Hilde Jenssen.
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Going away this summer
According to Investecs Max King, the current market environment is proving to be as benign a background for multi-asset investment as one could hope for.
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Investment grade corporate bonds
Despite a strong run so far this year, there is still plenty of opportunity in IG corporate bond markets, argues Andreas Michalitsianos
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The US A World Cup dark horse
According to Psigmas Tom Becket, while the group is structurally underweight the US in its funds, they could be the surprise package of the World Cup.