Knacke’s money maps: Health is wealth
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space
Author: Portfolio Adviser
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Track to the Future – with Perpetual Group’s Warren Tonkinson
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Square Mile’s Fund Selector: IA mixed-asset funds to watch
Square Mile’s Alex Farlow checks out the top performers and compelling newcomers
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Algebris: Banks remain profitable despite rate cuts
Banks that have thrived on high interest rates can continue to do so in a low-rate world, explains Sebastiano Pirro
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Four views: Is crypto coming in from the cold?
Portfolio Adviser asks a panel of experts whether they see cryptocurrency becoming more widely adopted by the mainstream going forward
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abrdn: Asian tech giants were paying dividends long before the US caught on
Companies such as TenCent, Samsung and TSMC were returning value to shareholders before the likes of Alphabet, says Yoojeong Oh
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Track to the Future – with Nordea AM’s Jamie Hayes
The director of UK wholesale distribution discusses cost pressures, market unpredictability and paradigm shifts
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Baroness Helena Morrissey: Why we need to re-examine the business case for diversity
Workplaces that encourage diversity of thought reap notable business benefits, writes Baroness Helena Morrissey
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Free Spirit: Things can only get better for the UK
Pension fund allocations to the UK are dwindling, but David Beggs says Labour could reinvigorate domestic investment
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Generation next with RBC Bluebay AM’s James Bailey: ‘Being right is not enough’
The portfolio manager on the next phase of the global economy, how skilled managers can get an edge on the machines and the danger of following the crowd
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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Discounting net zero: Investment trust sector ‘re-embracing’ ESG values
JTC Groups’ Simon Gordon explains how the renewables trust sector is showing signs of recovery