Telka Capital Management
Catching up with last year's winners
Managers from Investment Week's Thematic Investing Breakfast Briefing discuss the drivers and risks for these strategies.
Managers from Investment Week's US Market Focus discuss the drivers and risks for the asset class.
Four managers discuss the best opportunities in the US market, their areas to avoid and how to play the disruptors theme.
Delegates at Investment Week's Channel Islands Summit last month heard from a number of fund managers discussing their current portfolio positioning.
History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios
The managers of the Threadneedle American fund are positioning for coming volatility through selective positioning in financials.
Gripes over lack of wage growth in the US are misplaced as most investors have failed to differentiate average wages from total wages. Brian Wesbury from First Trust Advisors explains the difference.