Track to the Future – with L&G’s Ben Cherrington
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
Analysis
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
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Fund manager profile: aberdeen’s Maclean on the enduring value of the Dunedin Income Growth trust
Investment director Rebecca Maclean talks about why the trust is measuring up in turbulent markets due to its quality approach setting a high bar
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Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
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‘Worst case scenario’: Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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Natixis: German fiscal ‘bazooka’ makes European bonds ‘a lot more interesting’
‘At last, Germany will spend’, said panellists at the Natixis Thought Leadership Summit
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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Spring Statement 2025: What to expect from the chancellor’s speech
Rachel Reeves could be forced to make some ‘unpopular decisions’
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Square Mile’s fund selector: IA UK All Companies
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
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Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles