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Shared thinking: Back to school

Published by : Old Mutual Global Investors

With stock markets in ‘back-to-school’ mode, Richard Buxton, head of UK equities at Old Mutual Global Investors, examines the investor outlook for the new autumn term.

Published: 25 September 2017

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Shared Thinking: Let macro set you free

Published by : Old Mutual Global Investors

Investors are adjusting to a new post-crisis reality, which has profound implications for markets and the global economy, says Mark Nash, head of global bonds at Old Mutual Global Investors.

Published: 08 May 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Triggering of Article 50: Phoney War Tactics?

Published by : Old Mutual Global Investors

Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha Fund, assesses the likely impact for investors of the triggering of Article 50.

Published: 07 April 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Triggering of Article 50: Multi-Asset Positioning as Brexit Starting Gun is Fired

Published by : Old Mutual Global Investors

Britain’s entry into exit talks with the EU may present an occasion to position for ‘de-globalisation.’

Published: 07 April 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Beyond populism: Investing for the long-term in a changing world

Published by : Sarasin & Partners

Global investment markets are being buffeted by a backlash against the status quo. New powers have been on the rise, campaigning for domestic protectionism in an uncertain world. How will these agendas play out and where can investors find sustainable future profits growth among the changing

Published: 31 March 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

The Triathalon Approach: How insights can improve consistent performance

Published by : Columbia Threadneedle Investments

Ben Bright, Head Coach at British Triathlon and Fund Manager, Matthew Evans, discuss the similarities between success in elite triathlon and investment management and how better insights can drive performance in the first in a special series of interviews in the run up to the Columbia Threadneedle

Published: 15 March 2017

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Press on but watch your step: 2017 outlook

Published by : Lyxor

Interpreting the events of 2016 isn’t easy. Join the dots and you end up with a Rorschach Test. Looking forward might be simpler. Global growth could be on the up as governments spend their way to further recovery. Expect equities to outdo bonds, but choose your targets wisely.

Published: 14 March 2017

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Investment outlook 2017

Published by : Kames Capital

There are many threats to the continuation of the long economic cycle but 2017 could also see a positive growth spurt that boosts returns.

Published: 07 March 2017

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Luke Newman 2017 outlook: Volatility and ‘normalisation’ creates opportunity

Published by : Henderson Global Investors

Luke Newman, co-manager of the Henderson UK Absolute Return strategy, gives his outlook for 2017. He sees political and economic uncertainty persisting and explains that the accompanying volatility in markets will create further opportunities for an equity long/short strategy such as his. Luke

Published: 13 January 2017

Business Area: Absolute returns

Type: Portable Document Format (.pdf)

US retail sales: online sellers poised to dominate

Published by : Columbia Threadneedle Investments

Whatever happens this holiday season, the main trends in the retail industry are likely to continue. The ‘Amazonification’ of retail is here to stay. The trick for brands and retailers alike is to ensure that they are able to adapt and move in line with consumers’ changing habits. It’s always a

Published: 22 December 2016

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)