Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
Author: Adam Lewis
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Global equity income funds show slow and sure progress
James Sullivan of Tyndall Investment Management and Sarasin’s Neil Denman discuss the role global equity income funds play in a portfolio and the opportunities on offer
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Grade expectations: Will investors return to UK corporate bonds?
Emma Moriarty and Stuart Chilvers talk about the role of corporate bonds in portfolios
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Japan: Will it be different this time?
Axa IM’s Temperley and Premier Miton’s Greenwood on whether investors should be paying more attention to the region
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Tyndall’s Wintle reinvests in tech mega-caps
He had fully exited in November 2020
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European equities: They may be cheap, but is there reason to be cheerful?
After a difficult year for the continent, Ian Sansom of Fidelity International and Mirabaud’s Hywel Franklin explain why investors could be looking towards European equities with greater confidence
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Is retail investors’ appetite for risk increasing?
Cost-of-living crisis is hampering their ability to invest
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Equity exodus: Where should investors look now?
Kelly Prior of Columbia Threadneedle Investments and Nordea Asset Management’s Hilde Jenssen give their take on today’s market
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Rathbones expects high inflation to continue despite OBR prediction
‘Near 0% interest rates of yesteryear seem confined to history’
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EM’s the breaks: Better times ahead for emerging markets
Mirabaud’s Anu Narula and James Johnstone of Redwheel talk about the highs and lows of emerging markets investing
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2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023
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Is it time to bring fossil fuels in from the cold?
Argonaut’s Barry Norris on why he is investing in a fossil fuel future, while Blackrock’s Mark Hume explains why energy prices are likely to remain elevated
