Signia Wealth

Part of a wider restructure

While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.

Second instalment of series

'Geopolitics finally has some risk premia'

In the third part of a special Big Question, fund managers reveal their outlooks for global inflation and how this is impacting their portfolios.

In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Signia Wealth's Etienne de Merlis.

As 2017 approaches, sustainable investment is high on the agenda for many fund managers and experts. Here, they reveal which areas will make headlines and how they will gain exposure to them within their portfolios.

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.

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...