Investment Strategy
Investment | 5 May 17
ANALYSIS: Is the only thing to fear… fear itself?
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
ESG has evolved to active stock picking, says East Capital
ESG investing moved on from simple exclusion screening long ago, said Karine Hirn, partner at East Capital.
US equities after the Trump rally – any opportunities left?
It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.
ANALYSIS: Why backing Europe is now a consensus call
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
Commodities | 2 May 17
ANALYSIS: Is now the time to go overweight oil majors?
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?