The biotech sector is going through a renaissance as innovation takes off according to one successful fund manager, but data shows that performance over the last three years has been far less than stellar.
The opening of the China A-shares market to foreign investors provides a window for China-focused funds to push ESG criteria into greater prominence in the world’s second largest economy.
To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.
Italy’s political drama and subsequent bond sell-off has moved a leading fund selector to reduce their Italian investments to zero.
The movement of Italian government bond (BTPS) spreads will depend on who will be the next finance minister, and future volatility will depend on whether the new government’s decisions diverge from the European Union, according to a top fund selector.
The asset management industry is split on the market implications if passives continue to rake in inflows, while investors lose faith in active management.
Long term investors should seek out some often over-looked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.
Many fund selectors believe clients often end up damaging their own portfolios when insisting on bad investment ideas, according to a survey conducted at our sister publication Expert Investor’s Pan-European Congress in Rome.
Norway’s giant sovereign wealth fund has returned 1.6 percentage points less on an annualised basis over the last 12 years because it excluded some stocks on ethical grounds.
The consensus forecast of no clear winner in this weekend’s Italian election coming true is the best short-term scenario for financial markets and the economy, according to industry experts.
New Morningstar data shows that around 16% of European assets invested in funds were held in passive strategies in January 2018, much less than many had expected.
Italy’s Generali Group is to increase investments in “green” sectors by €3.5bn (£3.1bn, $4.3bn) by 2020, mainly by ploughing money into bonds that finance environmentally beneficial projects and investing directly in cleaner infrastructure.
