Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.
We are now weeks away from a UK general election in which opinion polls suggest the Conservatives will win with a sizeable majority, says Duncan Bailey, partner and head of private client of corporate and commercial law firm Brabners.
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.
Business owners often say their people are the key asset in their company, but in the IFA world it’s even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
It is difficult to open a newspaper these days without reading about disinherited relatives challenging the will of a loved one alongside reports of a rise in the number of diagnoses of dementia being made, says Gareth Ledsham, partner at law firm Russell-Cooke.
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
European shares have rallied strongly on the outcome of the first round of France’s presidential election, but which funds stand to do best from the change in sentiment towards the region?
The merger of Standard Life and Aberdeen is a sign of the times in asset manager consolidation, but who will be the winners and losers from the trend?
The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.
