Active ETFs are capturing an increasing share of fund assets.
The improved outlook for commodities will also help emerging markets.
The U.S. and Asia offer more upside than Europe, PM says.
A strong growth outlook supports the sector’s appeal.
Look beyond growth versus value, portfolio manager says.
After a catastrophic year, a portfolio manager looks to China for clues.
Lower expected returns shift focus to value, dividends.
How will the precious metal follow a record-setting year?
Is it finally time for a reversion?
Low-carbon energy and a broad recovery should support the metal, analyst says.