EMD ‘set to rally’ in 2019 as dollar weakens
Slump in value of greenback could encourage turnaround in fortunes of bruised asset class, according to Brewin Dolphin
Analysis
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ECB ends QE despite weaker growth outlook for 2019
Timing of rate rises not discussed in Frankfurt meeting leading to speculation rises may be pushed beyond next year
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Asset managers grapple with plastic clampdown
Backlash against plastic pollution and its toxic impact presents investment opportunities as policymakers get tough
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Machine learning – selecting disruptive tech funds
A raft of disruptive technology funds are now available in Europe. How should selectors navigate this complex new area?
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Is another European debt crisis around the corner?
Budget standoff between the European Union and Italy’s populist government has reignited eurozone debt concerns
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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.