The secret to picking a theme is to ask ‘What is running out?’
Adrian Lowcock asks the ‘scarcity’ question for thematic investors willing to take on volatility.
Profiles & Comment
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Western world still relies on US to lead the recovery
Lee Robertson is convinced that the western world is still as dependent as ever on the US recovery.
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Companies spending their cash brings opportunities for UK plc investors
Robin West and Toby Belsom look at small/mid cap opportunities as companies start spending cash.
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Is the return worth the risk in a multi-asset portfolio?
Chris Mahon asks how investors can better use hurdle rates to help design a multi-asset portfolio.
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The global monetary standard will inevitably be the renminbi
Michael Howells explores the Silk Road path to the renminbi becoming the global monetary standard.
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Ratings proving more successful post financial crisis
S&P’s admits errors but shows the importance of ratings decisions since the financial crisis.
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Sovereign debt asks questions of eurozone integration
Bill Dinning reflects on how taxpayers and governments alike view the future of the euro.
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Asia stays calm while Western growth slows
Catherine Yeung walks us through Asia’s solid fundamentals and attractive market valuations.
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Multi-asset allocation provides portfolio protection
Gilt-free fixed income is just one of the asset classes Simon Gibson uses for portfolio protection.
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ECB is right to start buying government debt
Deutsche Bank’s European economic heads argue the ECB is right to resume its debt-buying programme.
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A year of two halves
HSBC’s Philip Poole explains why he believes emerging markets will now begin to outperform.
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The death knell for fund supermarkets?
Dennis Hall identifies the winners and losers from the FSA’s latest platforms paper.
