Macro Views
Macro Views | 21 Mar 18
Brexit will hurt UK returns, say 90% of EU investors
A clear majority of investment professionals in the European Union outside the UK believe investment returns in the UK will suffer because of Brexit, according to CFA Institute research.
Alternatives | 12 Mar 18
More rules will hit cross-border distribution, warns Efama
Changes to the legislative framework for investment funds could create an additional barrier to cross-border fund distribution, the European Fund and Asset Management Association (Efama) has warned.
Investment | 12 Mar 18
How to prosper in a low-margin environment
The asset management industry is facing significant new challenges and active managers need to adapt or risk irrelevance, according to an expert at PwC.
Best Practice | 6 Mar 18
Look beyond headlines for value in the US
Investors must look beyond high valuations in the US market and search for opportunities at the sector, size and style level, according to Morningstar UK chief investment officer Dan Kemp.
Do Italian election results reignite the populist threat?
The Italian election looks set to result in a hung parliament as widely expected, but fund managers are concerned a strong showing by right-wing and populist parties poses a threat to eurozone stability.