Incorporates AI into investment process
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.
Rotation from defensives to cyclicals
Fund managers from this year's Sustainable Investment Conference explain how they place sustainability at the heart of their investment process and identify the key stocks and themes driving their funds.
Managed by Matthieu Fleck in Geneva
Vietnam and LatAm looking attractive