We talk to Mike Buhl-Nielsen, manager of the Jupiter Europa fund – a long/short European equity fund.
Congress chair Dylan Emery talks about the Expert Investor Alternative Ucits Congress
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.
AXA IM’s Matthew Lovatt sees two big trends constituting the investment case for robotics: changing demographics and the impact of technology.
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.
Didier Rabattu, Head of Equities at Lombard Odier IM, explains what aspects he takes into account when looking for the best cash-generating companies.
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
Marcus Bayer explains why investors should consider a multi-asset fund to navigate the low-yield environment.
In an environment where correlations between asset classes are fluid, you have to be flexible, argues M&G’s Christophe Machu.
Factors can be important guidelines for investors because they can act as a counterbalance for behavioural biases, explains BMO’s Christopher Childs.