AXA IM’s Matthew Lovatt sees two big trends constituting the investment case for robotics: changing demographics and the impact of technology.
There are a number of long-term drivers for emerging markets. But short-term factors have put emerging markets in the sweet spot this year, says UBS AM's Kevin Barker.
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
India combines the G-20's fastest GDP growth rate with inflation lower than in the UK. Local bonds are perfectly suited to profit from India's economic awakening, argues Aberdeen AM's David Lloyd-Nolan.
Fund selectors should be wary picking a manager who runs a fund with a specific style, warns Ian Heslop, head of global equities at Old Mutual Global Investors.
In an environment where correlations between asset classes are fluid, you have to be flexible, argues M&G's Christophe Machu.
Factors can be important guidelines for investors because they can act as a counterbalance for behavioural biases, explains BMO's Christopher Childs.
Marcus Bayer explains why investors should consider a multi-asset fund to navigate the low-yield environment.