There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
While the European equities story continues to appeal to UK investors, fund managers in the region remain deeply divided on the recovery prospects of its financials stocks.
It is no secret the evidence suggests the average active fund manager struggles to outperform consistently.
With many of the absolute return funds from the giant retailers struggling to provide consistency, is bigger really better in delivering the sector's objectives?
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows.
A young, charismatic, centrist politician sweeping to power to waves of enthusiastic crowds – it’s no wonder that newspapers have proclaimed Emmanuel Macron the “French Tony Blair”.
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
As the world neared a confrontation between two nuclear powers last week, the VIX index of volatility fell to a three-year low in an almost wanton display of indifference.
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump's first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
The rise of investment platforms has undoubtedly made the life of retail investors easier, but are they adding to problems when it comes to investments in property funds?
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
European shares rallied after the first round of France’s presidential election yesterday, but which funds stand to take advantage of any change in market leadership?
Wealth managers will be keeping a keen eye on the banking sector this week as four of the sector’s biggest players report first-quarter results.
Snap elections, rogue communist states and curious beards... today shares many similarities with the 1970s, but is inflation set to be the ultimate parallel with politics of the past?