Heavily weighted towards consumer stocks
As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...
Dividend strategies should continue to deliver
Lack of regulatory clarification
Will become portfolio manager at Fidelity Solutions
The number of foreign tourists travelling to Japan has been growing strongly for four years now and shows no signs of abating, writes Fidelity's Nicholas Price.
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...