Generation Next with SJP’s Jenny Chae: An eye on the future
St James’s Place portfolio strategies manager shares what led her to a career in the investment sector
Author: Portfolio Adviser
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Wealth manager Q&A with Caroline Kitidis: Tech it or leave it
Global head of ultra-high net worth at HSBC Global Private Banking, on the importance of remaining open-minded and willing to embrace new technologies
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HSBC: We need to re-examine the active vs passive debate
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
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Abrdn AGM disrupted by climate change protesters
Demanding the asset manager end investment in fossil fuels
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say
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Will politics damage your wealth in 2024?
With half the world heading to the poles and eager for political change, Ravenscroft’s David Le Cornu explores whether investors should be worried
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Should investors be rethinking their technology exposure?
Technology exposure was essential over the past decade, but a more nuanced approach is necessary from here, writes Darius McDermott
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Capital Group: Is China still relevant in the global supply chain?
As globalisation regresses, Chau Nguyen explores China’s future on the global stage
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Morningstar: ‘Unstoppable rise’ of passive climate funds
The report notes passives’ popularity and flows into fixed income and transition strategies
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Five myths investors must overcome in emerging markets
Investors fail to acknowledge the scale of emerging markets, writes Chris Kushlis
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Nordea AM liquidates social bond fund 16 months after launch
Due to ‘muted demand’ for the single-themed strategy