Expert Investor has launched a website showcasing its inaugural ESG Congress in Berlin which brought together top fund selectors who discussed the challenges and the importance of the sector.
Commodity-related investments delivered mixed results in 2017, failing to match the gains achieved in 2016.
Morningstar analyst Fatima Khizou looks at which funds stand out in a sector that has some very experienced managers.
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
Here is a slideshow of photos taken at Expert Investor Sweden, held in Stockholm on 11 October 2017.
Political risk in Italy is currently overstated, and government finances are better than markets appreciate. Investors have all the reason to be overweight Italian government bonds, argues David Zahn, head of European fixed income at Franklin Templeton Fixed Income Group.
Britons stunned the world on the 23rd of June 2016 by voting to leave the European Union after 43 years of mostly troubled marriage. However, freedom comes at a price. Robeco’s chief economist Léon Cornelissen assesses the likely impact of Brexit on the UK economy.
UK income investors are on alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.
Most UK fund managers fear the government has no idea what the asset management industry needs from Brexit to secure a good deal, according to research by consultancy MJ Hudson.
India combines the G-20’s fastest GDP growth rate with inflation lower than in the UK. Local bonds are perfectly suited to profit from India’s economic awakening, argues Aberdeen AM’s David Lloyd-Nolan.
There are a number of long-term drivers for emerging markets. But short-term factors have put emerging markets in the sweet spot this year, says UBS AM’s Kevin Barker.