Investment Strategy
Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.
Bond market sell-off likely later this year: Saxo Bank
The end of the QE-led economic cycle means investors may need a more diversified portfolio to ensure outperformance as we enter a period of greater uncertainty, analysts have claimed.
Investment | 4 May 18
Risks loom if passives dominate
The asset management industry is split on the market implications if passives continue to rake in inflows, while investors lose faith in active management.
Two-fold rise in DFMs using sector ETFs
UK wealth managers are increasing their use of sector ETFs as they seek a wider dispersion of returns and a more granular approach to asset allocation, according to research from SPDR ETF.
Woodford fails to disclose increased Russian holding
Woodford Investment Management has admitted it failed to disclose increases to its Raven Russia holding made over the last year, as it continues to add to the investment company in the wake of US sanctions against Russia.