Wellington: Why scepticism is vital in the overexuberant high-yield market
Excitement around AI is forming a potential bubble that could do permanent damage to investor’s capital, writes Konstantin Leidman
Author: Portfolio Adviser
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The dramatically changing face of the portfolio construction
Most portfolio decisions are now beyond the remit of financial advisers, sending waves across the UK’s fund management universe
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Evenlode: Are there still opportunities in AI beyond the hype?
With investment in AI peaking to $300bn next year, companies need to rethink their business models if they want to deliver for investors
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Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project
The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done
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Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
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Why FX is an underappreciated asset class
Foreign exchange is a powerful diversifier that goes overlooked by most wealth managers, according to EGA’s Jonathan Dagg
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FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
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Pictet: Why investors need to rethink their Europe allocation
Europe faces an ‘existential threat’ as it approaches a pivotal point in its economic future, writes Maria Vassalou, head of Pictet Research Institute
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Morgan Stanley’s Oldenburg: Saudi Arabia offers bright prospects for EM investors
The head of emerging markets equity discusses why the overlooked region is in a sweet spot
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Finbourne: Solving the liquidity problems facing pension funds
Pension funds are moving ever more into private equity, but its illiquid nature presents challenges, writes Thomas McHugh