Out of a lecturer’s ‘eureka’ moment in the mid-1960s emerged the study of behavioural finance, the concept that the decisions of investors and fund managers are prone to a wide range of cognitive biases. How is it used, and could it have caused the economic crisis?
Investors are highly influenced by past returns when choosing investment funds, giving them more importance than fund charges and beta ratings. CoreData’s Angele Spiteri Paris looks at how asset management groups can attract investors to make the most of their own offering
Infrastructure spending is on the rise globally and infrastructure assets have become very appealing
An often overlooked difference between open-ended funds and investment companies is the value that the companies’ boards can add for shareholders.
The investment landscape remains delicate and challenging - a look at why fixed income needs to be flexible, Asia and Japan will prove strong.
The global economy is further down the recovery road than people think, says Schroders’ Marcus Brookes, who is already prepared for the aftermath. He speaks to Philip Scott
Three years ago it was widely believed that bond yields would rise, driving values down, as inflation loomed. The reality has been somewhat different
Instability in some of the world’s top oil-producing countries has meant that investors need to prepare for a real possibility that oil prices will shoot up again
The growing world population and potential return from crops has made farmland very attractive
The Schroders pan-European equity manager on making funds his own empires and showing a flair for enterprise.
”We are now five years-plus post-Lehman and a lot of people are already forgetting the lessons”
When one of the most powerful names in fund selection delivers a damning verdict of advisers’ ability to pick funds, it is worthy of notice. Many of the vast fund range James Bateman oversees as Fidelity Solutions’ head of portfolios are likely be prime targets next year