Dewi John: On the rebound – investors hedge against inflation
Whether prudent hedging against a temporary uptick or bulwarking against the awakening inflationary beast is too early to tell
Author: Portfolio Adviser
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Read the latest Axis on the Matthews Asia ex Japan Dividend Fund
In this Axis we explore the Matthews Asia ex Japan Dividend Fund Managed by Yu Zhang, CFA. The fund takes a dividend approach to capture Asia’s growth with lower volatility. Through careful stock selection the portfolio balances higher-yielding dividend payers with dividend growth stocks.
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Ben Goss on risk: Despatches from the sustainability frontline
Risk-based financial planning is a game changer for sustainability because it gives clients and their advisers much more flexibility when it comes to investment selection
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ES River and Mercantile UK Equity Income
The fund’s pragmatic approach allows the strategy to perform well across a range of market conditions. Watch this Talking Factsheet video to find out more:
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Dewi John: Not waving, but cycling – are commodities rebounding?
Market watchers have begun to raise the prospect of a new commodities supercycle so what is the underlying cause?
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Stay on the road less travelled
James Anderson, joint manager of Scottish Mortgage Investment Trust, reflects on the challenge and excitement of the search for extreme returns. In this article, taken from the latest Scottish Mortgage Annual Report, James anticipates greater change to come and urges investors to keep thinking distinctively. Capital at risk.
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Ben Goss on risk: Risk targeting in accumulation and decumulation
Risk-based planning requires increasingly close relationships between fund manager, adviser and the client
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Dewi John: Equity takes a trip – in an ethical way
You may not be going abroad any time soon – but here is why your equity allocation is likely to
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The biggest climate risk is not seeing the opportunities
Climate change demands innovation. This leads to investment opportunities that will turn the tide.
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Ben Goss on risk: The eye of the beholder
In general, risk tolerance is relatively stable – increasing with experience, then declining over time. In general …
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Ken Wotton: Why patience is now the key for UK investors
A patient investment strategy focusing on long-term holdings in well-run UK businesses has the potential to thrive
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Japan’s new generation: exciting equities for future growth
Discover the pandemic winners offering exciting Japanese growth opportunities- and why The JPMorgan Japanese Investment Trust offers an attractive chance to invest in the emerging, dynamic Japanese companies that continue to grow from strength to strength.