portfolios

SECTOR ANALYSIS: PROPERTY

ASSET.TV INTERVIEW

EMERGING MARKETS

Newton Real Return manager Iain Stewart talks to Asset TV's Mark Colegate about large caps and hedges to protect the portfolio

Allianz RCM's global emerging markets team is moving to an overweight position in Chinese property, believing the sector is poised for a rebound.

The IMA has received applications from a further 130 offshore funds to be listed in its sectors.

Neptune Income fund manager Robin Geffen has been adding to unloved utilities and healthcare stocks in recent months as he expects continued dividend growth in the £939m portfolio.

CONSUMER TRENDS

The challenge of client-focused investment is coming into starker focus as packaged investment solutions such as model portfolios and target date funds are becoming increasingly popular

As we move further away from the financial meltdown in the autumn of 2008, investors are once again focused on investment returns, leading to the consideration of higher alpha approaches to global equity investing.