How bond investors can exploit news-driven market dislocations

David Katimbo-Mugwanya, co-manager of EdenTree’s Amity Sterling Bond Fund, gives his opinion on how investors can navigate constant news-driven volatility. He believes that by remaining cautious of geo-political risks but focusing on the longer-term shifts in monetary policy, investors can weather the storm. Link

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US economic growth: the Good, the Bad and the Ugly

Adriend Pichoud and Hartwig Kos of SYZ asset management have outlined their view on impacts of recent US economic growth. In Money Observer, they argue that good economic results in the US present buying opportunities for US equities, but changes in Federal Reserve polucy have created downsides in emerging markets and trade tensions are putting […]

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INVESTING SHOW: How impact investing can profit from the companies that will shape our future

Impact investing, or investing in companies that create social and environmental gains alongside financial returns, is a concept growing in popularity. On This is Money’s ‘Investing Show’, Tim Crockford, who manages the Hermes Impact Opportunities fund, discusses how he identifies ‘impact’ businesses which contribute to the sustainability of the planet across water, energy, education and […]

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From beleaguered banks to attractive Treasuries: the global economy in five charts

Adrien Pichoud, chief economist, and Hartwig Kos, co-head of multi-asset at SYZ Asset Management, outline their views on the impacts of recent US economic growth. In Money Observer, they argue while it opens up buying opportunities in US equities, changes in Federal Reserve policy have created difficulties in emerging markets and trade tensions are putting […]

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AAA-rated PM: volatility is a good sign for thematics

With volatility re-emerging, Tim Crockford, manager of the Hermes Impact Opportunities Equity fund, believes thematic investing is easy to understand for investors and provides compelling opportunities. Speaking in a Citywire Selector video, he highlights themes he is focusing on such as personalised healthcare and genetic sequencing. Link

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The real estate sectors to leave and remain amid Brexit uncertainty

Rogier Quirijns, portfolio manager of the Cohen & Steers European Real Estate Securities fund, discusses challenges and opportunities for several sectors two years after the Brexit vote. In Trustnet, Quirijns mentions retail and central London offices as sectors to avoid, while noting that e-commerce as well as healthcare, student housing and self-storage are sectors which […]

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Blue Whale’s Yiu: ‘Ban diversified portfolios’

In Portfolio Adviser, chief investment officer of Blue Whale Capital, Stephen Yiu, discusses his stock selection process which focuses on company business models, his active trading approach and the transparency of the fund’s research. Yiu notes the need for managers to conduct their own independent research and highlights that Blue Whale does not use sell side […]

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Nordea: Five stocks for the sustainable revolution

Thomas Sorensen and Henning Padberg, portfolio managers of the Nordea Global Climate and Enviorment Equity fund, believe the economic incentive for companies to invest in climate solutions has reached an inflection point. In Investment Week, they pick their five stocks to take advantage of this, naming Ecolab, Kerry, Hexcel, National Grid and Johnson Controls as […]

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