Partner Insight

PARTNER INSIGHT: Fidelity portfolio manager Jeremy Podger reviews three key areas that have driven global equities in recent times. He assesses whether these trends may now have run their course and how he is positioning for what happens next.

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: Following strong equity gains and rising valuations in recent years, Jeremy Podger questions whether global markets might be recalibrating for a new era of earnings growth

PARTNER INSIGHT: Luciano Diana, senior investment manager at Pictet Asset Management, reviews the growth drivers behind the environmental products sector.

PARTNER INSIGHT: Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund explains how 30 years of managing global equities is helping him to decipher the key underlying trends that are shaping markets today.

Luciano Diana, senior investment manager at Pictet Asset Management, discusses the emergence of a thriving environmental products industry.

PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO GIS Global Libor Plus Bond fund, on why a 'balanced' and active investment approach is helping to generate returns whilst maintaining a low risk profile.

PARTNER INSIGHT: PIMCO explains how the US mortgage market could provide opportunities for active managers as we enter a new period of potentially higher volatility

PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO Select UK Income Bond and PIMCO GIS Global Libor Plus Bond funds, on how he is approaching the bond universe in today's atypical market cycle.

PARTNER INSIGHT: Markets entered 2018 with the wind at their back: investors saw double-digit equity returns, strong momentum and expectations that the synchronised global growth and corporate earnings recovery would continue. However, as recent volatility...