Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
With a string of countries having been promoted to emerging market status by index provider MSCI in recent years, are frontier markets still a viable asset class?
After a politically turbulent time in 2016, Europe has been under scrutiny with several nations going to the polls.The question asked, would investors be right to stay clear just because things on the service seem volatile?
Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.
JPM CIO of fixed income Nick Gartside sees a world of opportunities as central banks and ‘animal spirit’ revive the markets.
Market uncertainty is making it tough to make the right calls, but investors are keener than ever to put their money to work. Portfolio Adviser's Guernsey roundtable discussed the issues.
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?