Equity markets

Mixed Asset sector led launches

It is always dangerous to make predictions for the year ahead, because they are inevitably going to be wrong. However, I believe 2016 could be the most important year the asset management industry has experienced since 1986.

2016 is finally upon us and here is my watchlist of things to keep an eye on within the investment space this year.

With the US entering a new rate cycle and global growth still weak, industry experts at Investment Week's recent Funds To Watch event reveal how they think markets will perform in the coming 12 months, and where the key opportunities and risks lie.

Disconnect between stock markets and equity returns

The Paris Climate Agreement, struck last month, changes the lens through which governments, companies and investors view the future. Bruce Jenkyn-Jones, head of listed equities at Impax Asset Management, analyses the agreement's impact on investment....

In the penultimate video of our series, Eclectica founder Hugh Hendry explains why the team does not fear being wrong when making calls for the portfolio.

As Sam Morse celebrates five years at the helm of the Fidelity European Values trust, he talks to Katrina Lloyd about why QE is an "easy" option, why one rule doesn't fit all in China and his outlook for dividend growth in 2016.

The biggest issue looming over the horizon as we head into the New Year might be an impending shift in the relative valuation of the dollar, according to Pictet AM's Andrew Cole.

Still positive on prospects