Meet the asset allocators: Peter Dalgliesh, Parmenion IM
Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser.
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.
Fund in Five: AXA Global Short Duration Bond Fund
In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.
Active in Five: Vanguard
In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.
CCLA: Looking beyond the metrics
For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.
Baker Steel: Gold rally shows no signs of slowing
Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.
Fund in Five: Fidelity Short Dated Corporate Bond Fund
In this Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class.
Fund in Five: Royal London Global Sustainable Equity Fund
In this fund in five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in.