The Week
The Week: Safety-first has been a disaster
Risk aversion has been a bad strategy for investors, but they need to be cautious about reversing it now.
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Market view: Riding the next wave of US earnings growth
Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the US equity market and reveals three areas that offer particularly compelling opportunities in...
Listed alternatives: finding new sources of income and diversification
Aberdeen explores what to do when traditional portfolio construction is becoming more challenging.
Energy price transmission is muted, but inflation risks remain
Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets, and where he sees the risks and opportunities for bond investors.
Multi-Asset: diversification beyond asset class labels
Aberdeen Investments believes that looking beyond labels can help investors build portfolios that are less dependent on any one market or economic outcome.
Market view: EM still in its multi-year ascent
It has been another strong year for EM equities, but Ninety One’s Archie Hart and Varun Laijawalla explain the key reasons why they remain positive regarding the outlook.
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