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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Author: Cherry Reynard
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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
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Will Bartleet: ‘Advisers haven’t gone as far as they could in embracing passive’
PAM chief investment officer on combining passive with dynamic asset allocation for Blackrock tie-up
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Why bumpy data shows there is no roadmap for this economic recovery
No-one really knows what happens when an economy is forcibly shut down and then reopened
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Is gold’s reputation as an inflation hedge ill deserved?
World Gold Council suggests relationship between the precious metal and prices is imperfect at best
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Can emerging markets recover from disappointing reflation trade performance?
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors
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Has focus on Covid blinded investors to geopolitical risks?
Blackrock’s Geopolitical Risk Dashboard is at a four-year low meaning flare-ups could catch investors off guard more than usual
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Are tech valuations at an inflection point?
Internet and clean tech bubbles of the late 90’s and 00’s show share prices can go sideways despite companies playing into attractive themes
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Green light for bond investors
So-called ‘green bonds’ offer a much-needed array of choice in an asset class that has, until recently, offered slim pickings for ESG-focused investors