Zennor’s James Salter: ‘Nobody has a clue what will happen, but there are opportunities’
The Japan fund manager and self-proclaimed bear has a new spring in his step amid Trump, tariffs and market uncertainty
Author: Portfolio Adviser
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FundCalibre: The new landscape of corporate bonds
Fixed income managers have reshuffled their corporate bond exposure after global market turbulence has impacted their creditworthiness
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Dewi John: The seesaw of outrageous fortune
It has been a bumpy ride for global fund flows so far this year
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Weekly Outlook: Bellway and Tesco report
Key events for wealth managers in the week beginning 9 June
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Four views: Japan in bloom
Portfolio Adviser asks experts for their prospects for the region moving forward
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M&G hires Barings global distribution head
Neil Godfrey joins as global head of client group
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Square Mile’s fund selector: IA Technology and Technology Innovation sector
David Holder, senior investment research analyst, and Ittan Ali, research manager at Square Mile Investment Consulting and Research, check out the top performers and compelling newcomers
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Mike Riddell: Capital flight
Portfolio manager of the Fidelity Strategic Bond fund spots an alarming signal for US assets
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Generation next with Georgie Flowers: Question the obvious
Investment research is an inherently creative process, says the Sarasin Partners equity analyst, while value and opportunity are often found outside the usual channels
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America’s long spending spree has put it in a bind
The bond market is watching the US’ growing debt – and it’s getting anxious, writes Guinness Global Investors CIO Edmund Harriss
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Wealth manager Q&A with Yariv Haim: Our mantra is ‘client-first’
Consumer interests must be at the heart of all we do, says Yariv Haim, CEO and founder of Sparrows Capital, which means providing jargon-free communication and driving value to clients first and company second
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Why growth investors are turning to Europe
Investors have pivoted away from the US in favour of Europe’s boosted defence spending, rapid rate cuts, and a more appealing growth outlook