Despite uncertainty over the future of the Affordable Care Act, managers are still finding opportunities in health, biotech and pharmaceuticals.
Which managers have delivered the most outperformance since Donald Trump won the White House?
In an inhospitable fixed income climate, the sector’s leading performers have found compelling plays in less familiar parts of the market, says Frank Talbot
The broad rally in emerging markets has made it tougher for active managers to outperform, says Citywire's Frank Talbot, but as debt markets begin to look vulnerable passive players could soon come undone
Appetite for risk explains a strong start to 2017 for active funds, says Citywire’s Frank Talbot, but passion for passives continues unabated in the US.
Since the takeover of passives, the active industry appears to be in a performance decline, but Frank Talbot says it's time to embrace change and move away from benchmarking against an index.
The days of steadily falling interest rates are behind us, but, Citywire head of investment research Frank Talbot asks, are today’s breed of bond managers ready?
Citywire head of investment research Frank Talbot rounds up the best sectors in the first quarter of the year.
Each emerging market is different, but with so many to choose from, head of investment research Frank Talbot discovers the benefits of being active in this space.
When the US equity market is so strong, why turn your attention to anything else? Citywire’s head of investment research, Frank Talbot, makes the case for an alternative.