Kempen’s Plouvier: How I learned to stop worrying and start loving European banks
Investors have been bruised by European banks, but it is worth re-examining their negative perceptions, writes Luc Plouvier
Author: Portfolio Adviser
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Payden & Rygel: Balancing risk and return in frontier markets
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
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The Diversity Project’s Whiteman and Aujla: Social mobility can transform and save lives
James Whiteman and David Aujla discuss the need to achieve meaningful socioeconomic inclusivity on Social Mobility Day
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EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
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FundCalibre: Have investors missed the gold mining rally?
With the shares price of gold miners surging recently, Darius McDermott asks whether the rally has come and gone, or is only getting started
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Four views: Mapping the frontier
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
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Orbis’s Cutler: The uncovered opportunities in the boring bits of energy transition
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler
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Dynamic Planner’s Williams: The psychology behind investing and risk
Understanding how clients interpret past performance is a vital component of Consumer Duty
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Square Mile: Emerging market debt funds to watch
Square Mile’s Eduardo Sánchez checks out the top performers and compelling newcomers
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FCA anti-greenwashing rule comes into force: How to avoid greenwashing
Joshua Sherrard-Bewhay explains how companies can avoid falling foul of the FCA’s anti-greenwashing legislation
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Generation next with Fiera Capital’s Bortot: There’s a new breed of investment professional
Portfolio manager Mathieu Bortot on his path to a career in investment and the importance of learning to trust your own convictions
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Chelsea’s McDermott: What the next government needs to do to boost Britain’s market
Any new government will need a bold vision to reinvigorate the UK stock market, writes Darius McDermott