Baillie Gifford’s Steven Hay: Inflation will remain a significant risk to returns
Multi Asset Income manager reveals what his experience at the BoE has taught him about the ‘inflation quandary’
Author: Adam Lewis
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Neuberger Berman cautious on equities but not bearish yet
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
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Investors return to European equities despite Ukraine crisis uncertainty
Asset class sees biggest month-on-month improvement in sentiment in April, according to Hargreaves Lansdown
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Justin Onuekwusi: ‘I’ve never seen so much uncertainty on the short-term growth outlook’
LGIM head of retail investments is spreading bond and currency risk outside of traditional markets
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Barry Norris: Bull market for renewable energy is ‘dead’
Rush to decarbonise has ‘culminated in a speculative bubble’
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Multi-asset managers walk fine line between opportunity and poor taste
As conflict intensifies between Russia and Ukraine
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Chinese stocks could hedge against Russia/Ukraine conflict
As Pictet overweights equities to take ‘advantage of attractive valuations’
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Investors should rethink exposure to unfashionable UK equities
‘I’ll be pretty confident in seeing UK equity sales pick up in about nine months’
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Justin Onuekwusi promoted to new head of retail investments role at LGIM
He was previously head of retail multi-asset funds
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Neuberger Berman multi-asset boss predicts equity income comeback in 2022
Rising inflationary and rates environment and stretched multiples bode well for hard done asset class, says Erik Knutzen
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An ‘opportune time’ to realise gains as investors turn cautious on equities
Long-term outlook is positive but market is looking ‘considerably’ more expensive
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Who’s next to step up after multi-asset changing of the guard?
Fund buyers mull the rising stars and peers ready to fill the gap left by industry veterans Gary Potter and Bambos Hambi