Is another European debt crisis around the corner?
Budget standoff between the European Union and Italy’s populist government has reignited eurozone debt concerns
Analysis
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Should impact investors aim for market returns?
Fund houses are increasingly launching impact products to rival mainstream alternatives
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Quants – the science behind the numbers
Quant investment strategies have suffered a slump in flows this year but advances in data science suggest they will play a vital role in years to come.
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‘What are the fundamental needs of the end investor?’
Christian Pellis, global head of third-party distributors at Amundi, discusses the changing relationship between fund buyers and managers, and the idea that just ‘selling funds’ may not have much of a future.
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Eurozone slowdown: a mid-cycle slump?
Snowy sub-zero weather has been blamed for the first quarter fall in growth. Will the bloc rebound?
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End of QE requires radical rethink
The end of the QE-led economic cycle means investors may need a more diversified portfolio – with defensive equities such as healthcare, commodities and short-term high-yield bonds – to ensure outperformance as we enter a period of greater uncertainty, according to analysts at Denmark’s Saxo Bank.
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Capital market risks loom if passives dominate
The rapid growth in passive investing is likely to cause more sudden and sharp movements in equity markets but could also give active fund manager a bigger role in influencing stock moves, according to three top industry executives.
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Robot revolution poised to shake-up fund industry
Asset managers may soon be able to use cutting-edge deep learning technology to gain a defensible competitive advantage, according to AI expert Nick Bostrom.
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Fund managers no longer have the ‘magic touch’
Fund buyer behaviour has changed over the past decade and risk management has become more prominent, according to Candriam’s Renato Guerriero.
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Have European and UK equities lost their lustre?
February was a dismal month for markets around the world and UK and European equities took a particular hammering. Have the asset classes lost their appeal?
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Three tips for navigating market volatility
Advisers were on red alert last week after market volatility once again reared its ugly head, but what should they be telling clients?
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Is now the right time to head to frontier markets?
After several tough years, things have been looking more positive for investors in emerging markets over the last couple of years, with the region outperforming its developed market peers in both 2016 and 2017.