1234 briefings from 381 companies
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
Matthew Jeynes talks to the Artemis manager Jacob de Tusch-Lec about the lessons learnt from the financial crisis and his memories of 9/11.
Company:Artemis Investment Management
Published:13 December 2013
Monetary authorities throughout the world have been responding to the global financial crisis by cutting interest rates to historically low levels and by embarking on a series of unconventional monetary policies, including operations that change the size and composition of their balance sheets and
Published:14 November 2013