As interest rates peak it’s time for a fresh look at commercial property
With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities
Author: Sarah Godfrey
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Credit Suisse CoCos wipeout creates opportunity for bond funds amid the chaos
Are reports of the AT1 sector’s ‘death’ exaggerated?
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Takeovers are a double-edged sword for UK equities fund managers
Acquisitions have shrunk the universe, making diversification more difficult
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How to avoid the boom and bust of healthcare and biotech investing
Average 12-month share price return of 5.4% masks a significant dispersion
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Sub-£100m investment trusts risk withering on the vine
As shareholders and managers question viability of small, illiquid strategies
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Emerging markets: beyond banks, booze and holes in the ground
China’s re-opening is good news for investors, but so is pragmatic supply chain diversification to other EMs
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Income seekers should not ignore small-cap contenders
Last year’s de-rating ‘has presented us all with a much larger universe of potential companies’, says one manager
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Can property trusts replicate the 2009 discount-to-premium rebound?
Or will the returns now on offer from cash prove too tempting for investors seeking some safety?
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Valuation potholes mar US road to recovery
‘We don’t need to see ‘blood on the streets’ as Sir John Templeton said, but there are a lot of yellow flags’
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Don’t count out active management amid land grab by passives
Despite Hargreaves Lansdown analysis being ‘a bit damning’ for active funds
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Can infrastructure investing build on its renaissance?
Valuations on some funds offer an attractive entry point for income-seeking investors with an eye towards capital preservation
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High yielding funds for expensive times
Which five strategies are offering more than 6%?
