Geopolitical uncertainty is on the rise but the Vix Index is at historic lows. Is there really still an investment case for trying to harness volatility?
Quantitative easing and negative interest rates have had a positive effect on the Japanese economy but investors are still split on the prospects for equities. Could Japan be about to blossom?
The recent resurgence of the value style has had a knock-on effect for a number of portfolio household names.
Whether we are seeing real euphoria or not in markets is debatable but, either way, when fear of a downward shift is in the air, choosing the right defensive assets can be problematic.
Even though markets have been hitting new highs, now might be the time to challenge the current illusion of normality, which could be a painful reality check for traditional asset classes.
Global equity funds can be a great diversifier but investors must be conscious of pitfalls such as opaque charges and the temptation of ‘risk-creep'.
With investors sniffy about both bond and equity valuations, 2017 will be harder than ever to make clear asset allocation calls.
With the potential for a number of macro and political changes, Portfolio Adviser looks at how to tackle fixed income in 2017
It’s still relatively early days for the IA Global Emerging Market Bond sector, and funds could be facing their biggest test yet, says the editor of FE Trustnet.
Mid-cap funds have had a strong five years, though a sea change could be looming for larger funds, with those following a value style likely to be the future winners.
Following the Brexit vote there has been a renewed interest in infrastructure, with the hope that the UK government will throw money at high-profile and popular projects in an attempt to stem an economic slowdown.
As most investors will have exposure to the financial sector despite the 2008 crash, how can upping your weighting still be considered a contrarian call?
Environmental, social and governance investing may be a burgeoning global business but do investors really know how green their investments are?
The investment company sector has changed considerably over the past ten years, as back in October 2006 we were still enjoying the dying days of the credit boom.
Consensus suggests it is a struggle to find value in equities, but despite political uncertainty in the UK, US and Europe, there are still plenty of opportunities globally
For the once-mighty hedge-fund industry, these are not the best of times – to put it mildly. Outflows are gathering pace as investors, wearying of high fees, poor performance and bad publicity, vote with their feet.
As Portfolio Adviser celebrates its 10th anniversary, we reflect back to inform our view on what challenges the investment industry will encounter in the decade to come.
As governments look to move from a monetary to a fiscal policy, an end to global austerity could be a boon for infrastructure funds, but ignore investment trusts trading at premium
The Brexit vote has thrown economic markets into turmoil in a number of jurisdictions, although the resulting sharp depreciation in sterling has benefited UK investors with an international portfolio.
Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses...
Kunal Desai, manager of the Neptune India Fund, comments on the implications of the...
It has been over four months since the surprise election of Donald Trump as US President....
Mark Martin and Holly Cassell highlight three high conviction holdings in the Neptune...
India is officially the world’s fastest growing major economy, and remains firmly...