Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
Author: Portfolio Adviser
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FCA urged to introduce mandatory ethnicity pay gap reporting
Ethnicity pay gap ‘a crucial first step to raising workforce standards across the sector’
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Dimensional’s Medhat: Will value investing be ‘the comeback kid’ of 2024?
Value stocks have only underperformed over six-month periods a handful of times since the 1920s
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Clearbridge Investments’ Schulze: Investors are facing ‘a tough climb’ with their guards down
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
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Is the property market really as safe as houses?
CEO of Dynamic Planner Ben Goss reports on the mood of pessimism sweeping through the property market
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FundCalibre’s McDermott: Biodiversity central to unlocking the climate change megatrend
COP28 will set the themes that drive greater innovation in investing
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Jupiter AM’s head of equities: Why a recession could make small caps more resilient
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
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Arguing the case for ‘cooperation’
CS Investment Managers’ Robert Darling believes collaboration between competitors on regulatory change is a must if the industry wants to punch above its weight
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Gold in the green: investors return to safe haven asset amid rising uncertainty
Investors cannot ignore the geopolitical risks we are facing, according to Ravenscroft’s Matt Girard
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Returning to work: Tapping into the talent pool
The talent pool is being held to ransom over gaps on CVs when it comes to returning to work