Not owning the UK could become a problem
Recent performance marks a notable change in fortunes for the unloved market
Author: Cherry Reynard
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Inflation uncertainty leaves central banks with a dilemma
Growth of advanced economies revised slightly lower, largely due to supply disruptions
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David Coombs: ‘We haven’t been tempted by the recovery trade’
Equity exposure in Rathbones multi-asset funds is still ‘very skewed’ to the US and quality growth names
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Looking beyond COP26: Home truths on biodiversity
Encouraging biodiversity and the preservation of habitats will be as important to the health of the planet as halting climate change
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Does the investment industry expect COP26 to deliver?
‘If we want everything to stay as it is, everything has to change’
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Future faces of fund management: Four managers on emerging from the pandemic
Up-and-coming managers from BNY Mellon IM, Liontrust, Jupiter and Schroders reveal the themes they are playing in portfolios
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Why yields upwards of 3% are still sustainable in a growth world
Covid and a decade of loose monetary policy have battered income investors
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Jim Leaviss: This is the first time in 30 years I am worried about inflation
M&G head of retail fixed interest on the threat of rising prices and other bond market concerns
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David Jane: We’d rather be consistent than play hero trying to predict the future
‘We don’t believe you can outperform with stockpicking alone and no asset allocation plan,’ says Premier Miton multi-asset manager
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James Mee: ‘We don’t make big asset allocation calls’
Waverton manager on what he believes is true multi-asset investing
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Have dividends lost their power to impress?
IA is reinstating yield criteria for equity income sectors but they remain widely unloved
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Why bargain-hunting investors are finding good value harder to come by
Part of the problem today is that not much looks cheap