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
Author: Cherry Reynard
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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
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Improving dividend picture fails to revitalise lagging global equity income sector
The long-term underperformance of global equity income funds is significant
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Industry wary of opening Pandora’s box with AIFMD tinkering
Regulators risk denting a regime that has been working successfully
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Ben Gutteridge: We’re not trying to find fund managers our clients have never heard of
How Invesco’s director of MPS has been getting on at his new home after 16 years with Brewin Dolphin
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Has the alternative income story run its course?
Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched
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Fiercely burning or slowly simmering? US and Europe’s contrasting economic recoveries
US economy is recovering rapidly while Europe is taking longer, but what does that mean for investors?
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Can investing for income really be ESG-friendly?
‘Dividends tend to come from more mature (browner) companies and industry groups’