As managers continue to search for uncorrelated assets which are able to achieve 'true' diversification in difficult market conditions, managers tell Investment Week in this two-part feature their strategies for constructing the perfect multi-asset portfolio...
Following the global rout in commodities in 2015, managers are rotating back to oil, mining and precious metals this year via a range of vehicles such as ETFs, investment trusts and MPLs.
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.
Valuations in Asia-Pacific ex Japan areas are attractive relative to global peers currently, as most of the economies in the region are beneficiaries of lower oil and commodity prices, being net importers.
Markets no longer listening to central banks 'crying wolf'