Treasury Trove: A compelling case for US Treasuries
Longer-dated US Treasuries, often seen as dull, now offer a multitude of opportunities, writes GAM Investments’ Julian Howard
Author: Portfolio Adviser
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Will the Year of the Dragon reignite investors’ interest in China?
China has lost $7trn of market capitalisation over the past three years
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Asset managers are stabilising after the perfect storm
Firms are being hit by ever-increasing costs, but there are some signs of smoother sailing ahead, writes Hugh Elwes
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Schroders launches energy transition infrastructure LTAF
Deploying capital across wind and solar assets
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Octopus CEO: The top five investment themes to look out for in 2024
Nascent opportunities in the alternatives world could become mainstream this year
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Just eight asset managers achieve Morningstar’s top ESG rating
Majority of firms have improved their practices
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Q&A with Randeep Somel, deputy fund manager at M&G Investments
How do the M&G Sustain team align their portfolios to the Paris Agreement?
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Dimensional Fund Advisors: Why only 30 of 720 market timing strategies have worked
Trying to time the market can be an expensive mistake
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Fund managers are failing to comply with FCA’s Assessment of Value requirements
Simplify Consulting’s James Wood explains why fee transparency is still not up to scratch
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Edentree IM appoints chair of responsible investment panel
Panel advises on Edentree’s responsible investment process, approach and ethical dilemmas
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Weekly Outlook: Fed and BoE to make rate decisions
Key events for UK wealth managers for the week starting 29 January
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Parmenion: The changing face of fund research
‘Fund research was unsophisticated in the not so distant past, but improving methods have given investors a better understanding of portfolios’