Mind Money: Are emerging markets poised for a comeback?
Emerging markets have been long criticised by scorned investors, but a potential boom in commodity prices could change the playbook, writes Julia Khandoshko
Author: Portfolio Adviser
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FundCalibre: Finding the ultimate portfolio diversifier
Commodities will be a crucial diversifier over the long-term despite its volatile performance in recent years, says Darius McDermott
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Davies: Why the industry’s efforts to embrace diversity keep falling short
Abi Chamberlain discusses how the industry can ask the right questions and use data to drive change
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Morningstar: August selloff should highlight the importance of portfolio construction
The downturn served as a reminder that diversifying assets are as important as return drivers, writes Nick Stanhope
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LSEG Lipper’s John: Whither the small-cap premium?
Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
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Baron Capital: Investors should be optimistic about US small and mid-caps
History shows us that small and mid-caps often outperform when the Fed lowers rates, says Claudia Pagazani
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The end of the peace dividend: Preparing for higher defence spending
Governments are upping their defence budgets as geopolitics become ever more problematic, writes FundCalibre’s Darius McDermott
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First reading of the investment trust bill: What will clearer cost disclosure rules mean?
The bill discussed in the House of Lords today will reshape industry practices, according to these four commentators
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Liontrust’s Uru and Pleydell-Bouverie: When will we see the elusive return on investment from AI?
Hundreds of billions have been pumped into AI, but when will it start producing profit, ask the Liontrust Global Innovation managers
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Just Transition: The role of investors when considering food choices
CIty Hive’s Bev Shah visited a high-tech strawberry farm with CCLA and Impactt, changing the way she views the agriculture sector
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Marlborough’s Sid Lall: Why it pays to take a closer look at UK equities
Investors are tired of hearing about an eventual UK comeback, but there is plenty of reason for opptimism, writes Sid Lall
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Are asset managers living in a new era of outsourcing?
JTC Group’s Susan Fadil and Gregory Yianni discuss outsourcing corporate governance and sustainability practices