Ben Goss on climate risk: Beyond the horizon
Ben Goss begins a new thread of articles looking specifically at investment risk in the context of climate change
Author: Portfolio Adviser
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Dewi John: Wake up and smell the infrastructure
Inflation prospects and climate change are key factors underpinning the investment case for infrastructure
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Moz Afzal: Why investors must now dig deeper in the search for alpha
As the UK faces up to life after the pandemic, investors will need to cast off their Covid constraints
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Simone Gallo: How ESG can now kick on and hit terminal velocity
Investors will need to widen their scope in 2022 to achieve change and deliver returns
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Track to the Future – with Federated Hermes’ Clive Selman
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the year ahead
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Ben Goss on risk: No crystal ball? No problem
How much does the absence of a crystal ball matter when thinking about risk factors for the year ahead?
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Track to the Future – with Robeco’s Nick Keem
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the year ahead
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Edward Fane: Patience is a virtue in inflationary times
Look through the short term, filter out the noise and remain patient until the overall trajectory becomes clear
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Dewi John: The best and worst of times in 2021
Which sectors returned the most, lost the most – and what, if anything, this intimates for the coming year
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Best wishes for the festive season
Portfolio Adviser wishes readers all the best for the holiday period and the year ahead
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Leslie Alba: Back to base rates with the ‘Rule of 72’
The current environment demands a focused approach to portfolio construction and a grounding in base rates
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Ben Goss on risk: Remember the past when building the future
Should investors be looking to find a place for thematic approaches to sustainability in their portfolios?