PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, explains why an unconstrained EM debt mandate has the potential to generate greater alpha than is possible in a benchmark.
PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, reviews the growth drivers behind the environmental products sector.
Luciano Diana, senior investment manager at Pictet Asset Management, discusses the emergence of a thriving environmental products industry.
Focus: L&G Multi-Asset Target Return Fund
Partner Insight: However you look at it, digital disruption is here to stay. Many US companies like Google, Apple, Amazon and Tesla are leading the way in technological innovation.
Partner Insight: Cyber-crime is on the rise, with estimated annual losses for companies now topping $400bn (£291bn), according to the Centre for Strategic and International Studies.
PARTNER INSIGHT: Evolving consumer behaviour is revolutionising how businesses operate. Consequently, companies that are able to adapt by creating innovative products and services should benefit from unrivalled growth potential. This is forcing investors...
Moz Afzal, manager of the New Capital Strategic Portfolio UCITS Fund, recently spoke to Investment Week about his investment approach on the fund and why portfolio construction is rooted in a long-term strategic and macro view.