Mark Vaselkiv and Andrew McCormick argue that a sound US fixed income investment strategy involves combining overweight allocations to sectors with high credit quality.
Market Insights: Retail Outlook 2017Subscription
The outlook for the retail sector will be mixed. Economic and political events are expected to weaken consumer confidence and retail spend, while technological advances will continue to change the dynamics of the sector.
Innovation in financial technology has unleashed a digital vortex that promises to transform the asset management value chain, from asset gathering through to investment and operations.
Alternative risk premia are encountering growing interest from investors. They mimic strategies formerly available through investment in hedge fund vehicles but with more favourable liquidity and cost characteristics.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months