Follows Mobius and Hardenberg departures
Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and...
In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
There is something of a yawning disconnect between investment rhetoric and portfolio reality when it comes to the knotty issues of ethical and sustainable investing. Lots of financial professionals nod wisely about the importance of ESG factors, and then...
Taking advantage of cheap valuations
Nicolas Walewski, manager of the Alken European Opportunities fund, analyses the prospects for Europe's auto sector, which has been one of the poorest performers in Europe this year.
Volkswagen has finally reached a deal with US authorities regarding the emissions scandal that resulted in the stock collapsing by 34% to a low of €92 in September 2015, and the resignation of the group's CEO.
The Volkswagen scandal is only the latest in a long line of auto failures, according to Esmé van Herwijnen, SRI analyst at EdenTree Investment Management