A transitional year for India
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
Profiles & Comment
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First Eagle’s Bill Hench on buying tech stocks as a small-cap value investor
‘Can things get worse? You bet. But the cheaper they are, the better your odds’
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Head to Head: Taking stock of the US
Anthony Willis of Columbia Threadneedle and Felix Wintle, manager of the VT Tyndall North America fund, argue the case for investing in US equities right now
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Fidelity’s Philalithis: ‘It’s time to take a break’
Fidelity International’s head of multi-asset investment management, Europe, Eugene Philalithis discusses his impending retirement
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Square Mile: Global funds to watch
Square Mile’s Charlie McCann checks out the top performers and compelling newcomers
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LGIM’s Crossley on the firm’s biggest challenges, five-year goals and the evolution of index funds
The head of UK wholesale speaks about being ‘more than an index house’ and addresses property fund scrutiny
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Capital Group’s Ed Harrold: Bonds are in a sweet spot
After a difficult 2022, the role of bonds has been restored and they are once again being viewed as an important source of income and diversification
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‘You’re only ever as good as today’s performance’: Amati’s Dr Paul Jourdan on the parallels between professional music and fund management
In the latest instalment of ‘Branching Out’, Amati Global Investors CEO talks through his path from a concert violinist to fund manager
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles
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Four views: Are gilts finally back in favour?
A year after Liz Truss’s ill-fated mini-budget sent the bond market into a tailspin, experts give their view on the role gilts have to play in portfolios going forward
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High-yield bonds: Buy or buyer beware?
Mike Della Vedova of T Rowe Price and Iboss’s Chris Metcalfe on whether they’re embracing sterling high-yield bonds in their portfolios or giving them a wide berth
