Charles Younes: The equity funds we’re backing for volatile markets
FE Investments adds five equity funds in its latest rebalance, with Slater Growth and Baillie Gifford European making the cut
Author: Portfolio Adviser
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Coronavirus weekly round-up: UK borrowing at highest level since second world war; inflation jumps up
Five investors mull the events shaping portfolios over the past week
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Earth Day: Five asset managers reveal how they are playing the ‘green’ trade
From addressing fast fashion and the way our food is produced to renewable energy and electric vehicles
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Alex Game: The UK has plenty of growth opportunities if you know where to look
‘There is a common misconception surrounding a perceived lack of investable technology opportunities in the UK’
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Coronavirus weekly round-up: England gears up for stage two of Boris Johnson’s ‘road map’ while IMF optimistic on global growth
Four investors mull the events shaping portfolios over the past week
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Sushil Wadhwani: Inflation fears call for alternative portfolio defences
‘Where we historically relied on sovereign fixed income for diversification, we now seek alternative tools’
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Pricing ESG risks in credit markets: through volatility, our conviction confirmed
Back in 2017 we analysed the link between ESG factors and credit spreads in an effort to refine our ability as fixed income investors to more accurately price factors beyond traditional operating and financial risks. We were able to demonstrate that companies with better environmental, social and governance (ESG) practices tended to have lower credit…
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Patrick Trueman: Does bond market tumult threaten market recovery?
James Hambro & Partners portfolio manager asks at what point rising bond yields will seriously trouble equity markets
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Coronavirus weekly round-up: Asset management giants shun Deliveroo IPO and vaccine tension remains throughout Europe
Three investors mull the events shaping portfolios over the past week
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Elizabeth Meyer: Climate change is also a social issue
Investors should encourage a ‘just transition’ so everyone shares in the benefits of shifting to a low-carbon world
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William Buckhurst: Investment trusts prove trustworthy in the dividend drought
‘There is often no choice but to keep an income flowing, drought or no drought’
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Ken Wotton: Unloved UK holds opportunities for ‘smart money’
Video: Gresham House managing director of public equities on UK prospects and plans to revamp Strategic Equity Capital