US
Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
22 May 2016
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10 min read
US
Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.
16 February 2016
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2 min read
Global
Fund groups are raising their technology exposure in existing funds, and even launching sector-specific mandates, as they predict disruptive technologies will wipe out household names in the future.
18 January 2016
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4 min read
Asia
Although China's slowing economy has dominated headlines, Jeremy Thomas, co-manager of the Brunner investment trust, highlights the sectors poised for a pick-up
25 November 2015
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4 min read
Equities
Geir Lode, head of global equities at Hermes and manager of the Hermes Global Equity fund, has identified five technology stocks that may not necessarily be 'empire-building' but still offer sustainable returns for shareholders.
12 August 2015
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3 min read
