As parliament prepares to vote on Brexit deal, investors are warming to UK equities amid possible end to uncertainty
Government reforms and societal shifts have reignited investor confidence after years of economic stagnation
Currency sell-off highlights country’s reliance on foreign capital but analysts don’t expect contagion to spread
Industry experts debated key issues at the Expert Investor Portugal event last week including big data overreach and whether Mifid II puts European asset managers at a disadvantage. Click though the slides to see images of the event and read related article.
When faced with a crossroads in the market, it may pay to be cautious about forecasting macro, argues Ian Heslop, head of global equities at OMGI and manager of the Old Mutual North American Equity Fund
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.
Old Mutual Global Investors is to convert the Dublin-domiciled version of its Global Strategic Bond Fund into an absolute return vehicle, while planning to escape the risk of “crowding” associated with funds in the sector.
In this short video, Old Mutual GI’s Justin Wells argues only flexible and dynamic managers will thrive in the Trump era.
Swedish fund buyers are in a bullish mood, and have diametrically reversed their assessment of the impact a Trump presidency will have on global markets.
The S&P 500 had a great year, returning more than 15% during each month of the year on annual basis. But did asset management companies foresee this?