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Nick Peters, Fidelity
From Asset Allocation / Equity March 1, 2021

Lockdowns lend weight to thematic investing approach

Thematic funds have enjoyed a successful 12 months in terms of both inflows and performance 

Cathrine de Coninck-Lopez, Invesco
From Asset Allocation / Equity December 17, 2020

Sustainability snowballs as asset management takes ESG to heart

Covid-19, impressive performance and impending regulations have all combined to make 2020 a transformative year for ESG investing

Chetan Sehgal, Templeton Emerging Markets Investment Trust
From Asset Allocation / Equity November 10, 2020

Emerging markets now firmly aboard the ESG bandwagon

ESG is now very much on the radar when it comes to emerging markets, both for investors locating to these regions and for the companies listed there

Kunjai Gala, Hermes
From Asset Allocation / Equity October 22, 2020

Emerging markets diverge as Covid leaves its mark

Coronavirus has sparked volatility across emerging markets, but clear winners can be found in terms of both regions and sectors

Jonathan Curtis, Franklin Equity Group
From Asset Allocation / Equity May 14, 2020

Tech stocks proving their immunity to coronavirus

Many technology companies have benefitted from the behavioural changes caused by enforced lockdowns, and despite fierce competition in the sector, the big players look likely to become even more dominant

Olav Chen, Storebrand Asset Management
From Asset Allocation / Equity August 20, 2019

Bright spots remain despite gloomy European outlook

Deflationary pressures, political issues, slowing growth and international trade wars are all buffeting European companies, yet opportunities can be found  

Renata Klita, L&C
From Asset Allocation / Equity June 24, 2019

Can emerging markets sail through trade storms?

The escalating trade war between China and the US could well act as a drag on the entire global economy, but emerging markets seem particularly vulnerable  

Netflix
From Asset Allocation / Equity April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

Kasia Kiladis, Fidelity International
From Asset Allocation / Equity April 15, 2019

How long can the good times last in the US?

The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest  

Robin Geffen, Neptune
From Asset Allocation / Equity February 1, 2019

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

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