‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
Profiles & Comment
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Church House’s Mahon: ‘2022 was a shocker’ for absolute returns
Portfolio Adviser speaks to James Mahon, co-manager of the £259m Church House Tenax Absolute Return Strategies Fund
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The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
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Tillit CEO Hjertman: We want to cater for investors’ curiosity
Platform founder and CEO on leaving Baillie Gifford, launching during the pandemic and how whiskey labelling was an inspiration
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Avoiding the scrum: Columbia Threadneedle’s Adam Norris on equity market concentration
Ahead of the 2023 Rugby World Cup, the investment manager draws parallels between the tournament’s narrow pool of winners and the S&P 500
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Five asset management experts on ‘giving back’ to communities
Five industry experts talk about their companies’ philanthropic endeavours amid these challenging times
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Tyndall’s Edward Allen: TCF guides all we do
Boutique’s private clients investment director on a ‘dignified pause’ in regulation and always putting the client first
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Square Mile: Asia Pacific ex Japan funds to watch
Square Mile’s Amaya Assan checks out the top performers and compelling newcomers
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Branching Out: Epworth’s Rev. Dr. Andrew Harper on why investing is a ‘natural home’ for a vicar
Epworth’s chief responsibility officer discusses his journey from being ordained to making firms like Shell and Anglo American feel ‘holy’ uncomfortable
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Bundy: ‘Benchmarks help tell stories about markets’
Morningstar’s Ron Bundy discusses speed of trust, the challenge of indexing private markets and working to meet clients’ more thematic ‘strategic beta’ needs
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Consumer Duty impacts active-passive debate
Seven investment experts set out their thoughts on the outlook for passive investing, fixed income, India and more
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Mexican equities: Momentum or moment?
Polar Capital’s Naomi Waistell believes Mexico could be on the cusp of ‘unleashing its full growth potential’
