Global equity income funds show slow and sure progress
James Sullivan of Tyndall Investment Management and Sarasin’s Neil Denman discuss the role global equity income funds play in a portfolio and the opportunities on offer
Profiles & Comment
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Church House’s Wharton Q&A: Goldilocks believers are in for a shock
‘We are thankful for levels of quite predictable returns that we haven’t been able to enjoy for a long time’
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Q&A with Brunner’s Bishop: Microsoft’s ‘extraordinary’ market position
Julian Bishop, senior portfolio manager for the Brunner Investment Trust portfolio, answers PA’s questions
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Edentree’s Chris Hiorns Q&A: The demand outlook isn’t as bad as markets are pricing in
‘This is the first time since the credit crisis that we really are back into the territory of a more conventional business and investment cycle’
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Where’s the revolution? AI and the long-term portfolio
GAM investment director Julian Howard asks how best to approach AI investing over the long term
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Balance of power: Getting ‘energy transition’ right
Schroder’s Mark Lacey discusses how he looks to provide investors with a more balanced exposure to the global shift away from fossil fuels
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Square Mile: Global mixed bonds to watch
Square Mile’s Eduardo Sanchez checks out the top performers and compelling newcomers
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Supercharging face-to-face advice with AI assistance
Morningstar’s Derek Smith looks at how AI can help make advice better and more efficient
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‘In some ways, we are like a collective of successful boutiques’
Peter Walsh, head of Robeco UK, discusses thematic investing and building the brand of an asset management giant
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Find your calling and be prepared
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
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Ben Goss: Risk is in the eye of the beholder
Investment risk should be understandable and communicable and the better the job done on the first, the easier the second becomes
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Is investing too tribal?
Andy Merricks, co-manager of the Margetts IDAD Future Wealth Fund, argues for a more geographically agnostic approach to investing
