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Gold: right time, right place

Published by : Old Mutual Global Investors

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds to inject liquidity into financial markets – the risk of a policy error triggering a selloff grows, according to Ned Naylor-Leyland, manager of the Old

Published: 17 July 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Invesco Global Sovereign Asset Management Study 2018

Published by : Invesco

Our sixth Invesco Global Sovereign Asset Management Study seeks to provide unique insights into the investment objectives and behaviours of sovereign investors during a challenging investment environment.

Published: 17 July 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

The Alpha Model: laying the path to consistent returns

Published by : Hermes Investment Management

<p>A mix of geopolitical stresses, political instability, monetary policy tightening and, more recently, global trade tensions, have dominated international news flow - and impacted equity markets - in the last 12 months. Amid such volatility, our all-weather approach enabled us to focus on

Published: 17 July 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Broad diversity as a driver of meritocracy

Published by : Invesco

Diversity was once seen mainly as a manifest realisation of the quest for social justice. Today, especially in a workplace setting, it is also widely recognised as a source of competitive advantage and as an issue that acknowledges the differences that might exist not just between demographics or

Published: 06 July 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Growth opportunities abound

Published by : Old Mutual Global Investors

Dan Nickols, manager of the Old Mutual UK Smaller Companies Fund, and Richard Watts, manager of the Old Mutual UK Mid Cap Fund, outline their current preference for growth over value stocks.

Published: 29 June 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

End of an era: guarding against complacency

Published by : Old Mutual Global Investors

The market turbulence caused by political upheaval in Italy revealed cracks in the eurozone that had been papered over by QE. Nicholas Wall, fund manager of the Old Mutual Strategic Absolute Return Bond Fund, argues that there is no room for complacency as the era of abundant liquidity comes to an

Published: 18 June 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Sensing the future: how Valeo drives intelligent mobility

Published by : Hermes Investment Management

The global market for automotive sensors is worth more than $26bn – and that figure is expected to jump to $43bn by 2021. In the second instalment of our three-part series on future mobility, we explore how intelligent vehicles can improve safety, increase efficiency and cut emissions.

Published: 13 June 2018

Business Area: Markets

Type: Portable Document Format (.pdf)

Unloved UK shares create great value opportunities

Published by : Old Mutual Global Investors

Global and UK investors selling out of UK equities provide scope for future gains, argues Richard Buxton, manager of the Old Mutual UK Alpha Fund.

Published: 11 June 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Spring of hope, or winter of despair? Investors face Dickensian conditions

Published by : Hermes Investment Management

Charles Dickens’ famous lines set the scene for a world of latent volatility, where contradictory extremes loom as equally likely realities and the slightest change in the political winds could send events either way.

Published: 07 June 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Oasis or mirage? Egypt's economic potential

Published by : Hermes Investment Management

From a distance, it is easy to conclude that Egypt is an arid environment for investors. Being only 0.13% of the MSCI Emerging Markets Index, the country is easily dismissed given its questionable democracy, high rate of inflation, recent currency devaluation and twin deficits.

Published: 07 June 2018

Business Area: Investments

Type: Portable Document Format (.pdf)