1270 briefings from 383 companies
Vincent Chailley, CIO of H2O Asset Management, and co-manager of the H2O Multi Returns Fund, tells Lawrence Gosling why his fund is well-positioned to take advantage of rising interest rates, as global economies return to a more ‘normal’ cycle in 2015.
Company:Natixis Global Asset Management
Published:27 January 2015
As we enter 2015, Fidelity’s Global Economist Anna Stupnytska believes there are three key themes likely to shape the global macro landscape. Find out what they are and what impact they will have on the investment world in 2015.
Published:01 December 2014
John Chatfeild Roberts discusses how economic recovery could bring policy normalisation.
Published:13 October 2014
In his latest Economic Outlook, Neil Williams, Group Chief Economist at Hermes Investment Management, looks at the final missing jigsaw piece in economic recovery: that is, wage growth.
Company:Hermes Investment Management
Published:06 October 2014
This paper explores the potential benefits of using global bonds as part of a diversified portfolio.
Published:05 October 2014
Leading with an article from Fidelity CIO for Equities Dominic Rossi, this brochure highlights opportunities for growth in the world’s advanced economies. It also features pieces from a trio of portfolio managers: Jeremy Podger, Pater Kaye and Alex Wright
Published:11 July 2014
Business Area:Developed Markets
Managing an emerging markets portfolio is not for the fainthearted. This brochure features articles from our emerging markets team on their views and the opportunities they are finding.
Published:04 July 2014
Business Area:Emerging Markets
Could a sustained economic recovery render absolute return funds redundant in 2014?
Published:16 June 2014
Business Area:Absolute returns
We are continuing to experience a very mixed market. Despite some indicators showing M&A activity is ahead of last year, including some pockets of intense activity and some key “mega-deals” being announced, these headline numbers do not give the full picture.
Published:23 February 2014
This two part paper summarises the main lessons from behavioural economics for retail financial markets and describes how behavioural economics can, and should, be used in the regulation of financial conduct.
Published:14 February 2014