In the third part of a special Big Question, fund managers reveal their outlooks for global inflation and how this is impacting their portfolios.
Housing remains one of the brighter spots for the US economy. After enduring four years of depression, the housing industry began to recover in 2012 and now seems more like a tailwind than a headwind.
Third Luxembourg-domiciled vehicle
As momentum in economies in the developed world has flagged, and as some deep-seated political tensions have surfaced, emerging markets (EM) are once again catching investor attention.
European fund managers are continuing to hone in on Italy's 'cheap' equity market, despite the poor performance of the country's banking sector in the EU's recent stress tests and uncertainty surrounding a key referendum in October which could cause more...
Bringing strategies to Europe
US dollar strength, weak commodity prices and fears of a hard landing in China have made 2015 another difficult year for emerging market investors, so what next?
Aberdeen Asset Management has confirmed rumours it is in talks to buy Scottish Widows Investment Partnership (SWIP) in a deal which would make it the largest listed fund management firm in Europe.