EM positions hit by stronger dollar, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Investment Strategy
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Eastspring steps up multi-asset game
Eastspring Investments is looking at ESG and China-focused multi-asset products and adding people to its investment team, according to Colin Graham, Singapore-based chief investment officer for multi-asset solutions.
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Royal London AM pans income share classes for retirement
As the desperate search for yield pushes investors unnecessarily up the risk spectrum, investors should put their money in accumulation share classes for retirement income , according to Royal London Asset Management (RLAM).
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Commodities poised to finally join the bull market
After a torrid nine years of losing investors money in a raging bull market, commodities could finally start to see a change in fortune.
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Is ESG just a glorified box-ticking exercise?
Impact investing is being touted as an alternative to environmental, social and governance (ESG) strategies failing to live up to their ethical hype.
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How can you tell a company is a good investment prospect?
Some companies are investment winners and others are not. So, how can you tell?
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Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.
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Bond market sell-off likely later this year: Saxo Bank
The end of the QE-led economic cycle means investors may need a more diversified portfolio to ensure outperformance as we enter a period of greater uncertainty, analysts have claimed.
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Risks loom if passives dominate
The asset management industry is split on the market implications if passives continue to rake in inflows, while investors lose faith in active management.
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Two-fold rise in DFMs using sector ETFs
UK wealth managers are increasing their use of sector ETFs as they seek a wider dispersion of returns and a more granular approach to asset allocation, according to research from SPDR ETF.
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Woodford fails to disclose increased Russian holding
Woodford Investment Management has admitted it failed to disclose increases to its Raven Russia holding made over the last year, as it continues to add to the investment company in the wake of US sanctions against Russia.
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Five ‘unloved’ investments worth a fresh look
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.