Janus Henderson: The UK stocks outpacing the magnificent seven
British retailers, banks and tobacco companies have beaten the US tech giants despite their old-school nature, writes David Smith
Author: Portfolio Adviser
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Morningstar: What the public-private convergence means for advisers
Advisers have a lot to consider as private assets become an increasing portion of clients’ portfolios, writes Nicolo Bragazza
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Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
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Markets await clarity as China walks a stimulus tightrope
China must prioritise reviving economic activity, or risks a deflationary trajectory reminiscent of Japan’s lost decades
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Chikara: It’s time to re-visit ‘undervalued and overlooked’ Japanese small caps
Small caps lagged in the Japan rally, but now offer some of the highest re-rate potential, writes Theo Wyld
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Mike Riddell on bonds: Feeling the squeeze
Fidelity International’s fixed income portfolio manager on why corporate bonds are running out of juice
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Square Mile’s fund selector: IA Global funds to watch
Ajay Vaid, a senior investment research analyst at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Track to the Future – with Lazard Asset Management’s Tony Maddock
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Candriam’s Niven: How bond investors can thrive in volatile fixed income markets
Bond markets have become more volatile in recent years, but there are opportunities for dynamic investors, writes Jamie Niven
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LTAFs and Consumer Duty are treading a precarious tightrope
Fund managers are playing a balancing act between simplicity and sophistication as they cater to both retail and institutional investors
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Four views: Will credit markets be stronger for longer?
Portfolio Adviser asks experts if 2025 is going to be another good year for credit markets or if the positive momentum has largely played out
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Why the FCA’s CCI overhaul will fundamentally reshape disclosure
The changes will have ‘significant implications’ on how distributors present fund information, writes Helen Slater