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Multi asset: it’s all about the sectors

Published by : Pictet

Uncertain markets, shifting demographics, regulatory change – there is no doubting strong forces are at work in investment today. In many instances, however, outcome-oriented multi-asset investments are providing some very acceptable answers.

Published: 05 September 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

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)

A next generation data platform

Published by : Alpha Terminal

UK-based Alpha Terminal have introduced a cost-efficient terminal that provides a focused and flexible alternative to the ‘celebrity’ providers.

Published: 17 May 2018

Business Area: Benefits Administration Systems and Software

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Look beneath the surface of US equity markets

Published by : Old Mutual Global Investors

Ian Heslop, manager of the Old Mutual US Equity Income Fund, explains why forecasting the outlook for US equities is a huge challenge, and why he prefers to focus on what sector rotations really tell us about investor sentiment.

Published: 30 April 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Income investing in the US

Published by : Old Mutual Global Investors

Ian Heslop, head of global equities and manager of the Old Mutual US Equity Income Fund, explains how his process works when it comes to income investing in the US.

Published: 09 April 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Inflated risks

Published by : Old Mutual Global Investors

Mark Nash and Nicholas Wall, managers on the Old Mutual Global Investors multi-sector fixed income team, discuss the impending threat of inflation to global bond markets.

Published: 29 March 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Embrace the new normal

Published by : Old Mutual Global Investors

Stock market corrections are a healthy part of everyday investing. Embrace them, says Richard Buxton, head of UK equities and manager, Old Mutual UK Alpha Fund.

Published: 26 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Investments: 2018 Themes & Opportunities

Published by : Mercer UK

Read the white paper to learn Mercer’s assessment of the key themes and opportunities affecting investments in 2018.

Published: 19 March 2018

Business Area: Investment

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

The brave new world of investor sentiment

Published by : Old Mutual Global Investors

Research has uncovered the importance of behavioural tendencies in investing, and we may be moving toward an investment world in which sentiment plays an increasingly important role, argue Ian Heslop, head of global equities and Justin Wells, strategist, global equities.

Published: 06 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

The digital transition has only just begun

Published by : Pictet

Sylvie Sejournet, manager of the Pictet-Digital fund, discusses the next evolution of the internet and why we are closer to a ‘Minority Report’ future than we think.

Published: 23 February 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful