Why we are betting on a Glaxo revival

In this AlphaSight update, S. W. Mitchell Capital European equity manager Stuart Mitchell explains why he has added GlaxoSmithKline after a number of years of disappointment.

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Fears for US retailers as e-commerce grows

In this AlphaSight update, Eagle Asset Management’s David Blount, a portfolio manager for Nordea, explores why continued online consumption has created major problems for many traditional bricks and mortar retailers.

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Dynamic drivers emanating in Europe

In this AlphaSight update, S. W. Mitchell Capital European small cap specialist Jamie Carter explores some of the positive dynamics emerging in many European counties – such as Ireland, Spain and the Netherlands.

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Companies defy gloomy Europe sentiment

In this AlphaSight update, S. W. Mitchell Capital European equity manager Stuart Mitchell discusses why the insights gained from companies on the ground is defying the current gloomy sentiment towards Europe.

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India: The most attractive global market

In this AlphaSight update, Nordea Asset Management’s Jorry Rask Nøddekær explains why a reforming India could be the most attractive global equity market over the next three to five years.

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The challenges with fund platforms

In this AlphaSight update, Investment Quorum’s Lee Robertson dissects some of the challenges facing advisers when selecting and utilising an investment platform.

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Funds to watch for thriving Japan

In this AlphaSight update, FundCalibre’s Darius McDermott explains why he remains bullish on the Japanese equity market and outlines the strategies poised to prosper.

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Be wary of cyclicals as growth struggles

In this AlphaSight update, Henderson head of retail fixed income John Pattullo explains how he is positioning his portfolios during the current environment of low inflation and sluggish growth.

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Adding to oil as higher prices required

In this AlphaSight update, Eagle Asset Management’s David Blount, a portfolio manager for Nordea, explains why the world requires high oil prices and how the team took advantage of recent declines to top up holdings.

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