Fund selectors should be wary picking a manager who runs a fund with a specific style, warns Ian Heslop, head of global equities at Old Mutual Global Investors.
Author Archives: tom@ybc.tv
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Where are the opportunities in emerging market debt?
Guillermo Osses, head of emerging market debt at Man GLG, reveals where he see the best return opportunities. But he also issues a warning.
Investment groups reassure as Trump pulls plug on Paris accord
Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.
Finding social alpha in fixed income
David Oliphant of Columbia Threadneedle Investments explains why he believes “fixed income lends itself rather nicely to both social investment and investment returns.
The natural benefits of insurance-linked securities
In this video, Schroders’ Jonathan Hayward explains the benefits to investors of insurance-linked securities, also known as catastrophe bonds.
Finding under-appreciated change in emerging markets
Ross Teverson explains why Jupiter AM’s investment philosophy in emerging markets is all centred on finding companies that bring about long-term positive change.
VARP – a wonderful way of playing the EM theme
VARP is the latest hot EM acronym. GAM’s Tim Love explains why the combination of Vietnam, Argentina, Romania and Pakistan is such a compelling investment case right now.
Finding opportunities amid high valuations
Holger Wehner explains why the Allianz Global Equity Insights fund is taking a contrarian stance, being overweight in a region that most investors currently find less than appealing.
Three areas in the technology space that abound with opportunities
In this video clip, American Century Investment’s Bernard Chua identifies three areas in the technology space where investors can find specific opportunities.
Finding long-term opportunities in emerging market equities
Leigh Innes reveals where T. Rowe Price’s emerging market equity team finds the best structural opportunities.
