Janet Mui: Reits should still shine in 2022 despite interest rate hikes
‘Modestly high inflation and modestly strong growth’ would be supportive but tide could turn if equity markets correct
Profiles & Comment
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Poppy Fox: ‘Women are not excessively risk averse’
Quilter Cheviot investment director wants to encourage more women to invest as 70% found not to be engaging with their finances
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Judith MacKenzie: Downing Fund Managers can easily double in size in several years
Boutique’s ‘entrepreneurial culture’ has attracted heavy-hitters like Rosemary Banyard and Simon Evan-Cook
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Karolina Noculak: The wild card now is Russia and Ukraine
Abrdn’s multi-asset strategist talks drowning out the noise and listening to the quieter voices in the room
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Tony Yousefian: ‘Big boom and bust of the past is no longer there’
Investors must be more aware of type of investment that will suit each cycle, says Beckett AM portfolio manager
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Suzanne Hutchins: ‘The best way of making money is not to lose it in the first place’
BNY Mellon Real Return manager is prepped for greater volatility in 2022 with cash levels at a higher than average 18%
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Stephen Snowden: Our two-year track record should be enough for fund pickers
Artemis corporate bond funds launched mere months before the Covid-19 sell-off hit
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Ex-Lehman director: ‘I saw an opportunity to launch a wealth business that avoids industry shortfalls’
Private banks incentivised to push their own products on fund platforms, creating potential conflict, says GCW Partners founder
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Gary Potter and Rob Burdett: ‘We have a low ego approach to asset allocation’
BMO Gam multi-manager co-heads on why higher inflation is here to stay and value has a fighting chance against growth in 2022
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Ernst Knacke: We have been ramping up exposure to alternatives and gold
Shard Capital head of research says moving underweight equities has been a ‘tough call’ but valuations look ‘extreme’
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Alex Wright: ‘Being a value contrarian doesn’t always mean buying the cheapest stocks’
Fidelity Special Situations manager holds pricier tech stock Sage alongside recovery plays like Ryanair and Wetherspoons
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David Coombs: ‘We haven’t been tempted by the recovery trade’
Equity exposure in Rathbones multi-asset funds is still ‘very skewed’ to the US and quality growth names
