Robert Harris’ The Fear Index is excellent light reading for fundamental stockpickers convinced by the superiority of their strategy compared to the dark world of quantitative finance.
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Irene Campos of Inverdif Asesores on how fine art is adding diversification in the fund environment
Enrique Pardo of Allfunds Bank on the European welcome to non-European managers
Stefan Keil of NORD/LB on the duration challenge to selection
Miguel Ángel Olmeda of Bank Degroof Petercam Spain comments on the challenge of closet tracker funds
Rui Pacheco of Banco Best on the Fourth Industrial Revolution