What lies ahead? Predictions for the coming months
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April
Profiles & Comment
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Absolute return funds are having a resurgence
In choppy and uncertain markets, absolute return funds offer potential for positive returns
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How Janus Henderson helped my return to work after life-changing accident
Sarah de Lagarde shares how she has overcome physical and mental challenges since her accident eight months ago
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Q&A with Antipodes’ Savas: Three factors that led to SVB collapse
And the areas of the banking sector that look attractive
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Q&A with Evenlode’s Chris Elliott and James Knoedler: Compounding cashflows and unmet needs
Portfolio Adviser quizzed the management duo on their stock picking strategy
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
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Mark Northway: The subtle signs that ESG is coming of age
Recent developments across the sector suggest responsible investing has developed a new maturity
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CFA UK CEO: Maintaining clients’ confidence during volatile periods
Natalie Kenway speaks to Will Goodhart about the most recent changes to the CFA programmes and a challenging outlook for wealth managers
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Q&A with JSS’ Daniel Lurch: Capturing the full power of the green transition
Manager of JSS Sustainable Equity – Green Planet on the paramountcy of water, and how positive environmental outcomes and strong returns are not mutually exclusive
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Q&A with Credo’s Silver: It’s not the time to be taking big risks
Multi-asset manager and head of fixed income at Credo, Rupert Silver, shares his recent asset allocation changes
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Michael Sieg: Investing in European renewables like rearranging deck chairs on the Titanic
ThomasLloyd CEO says involvement of China and India will make or break action to combat climate change
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Environmental ‘pioneer’ Ian Simm on life before ESG
Impax AM founder and CEO discusses trust, private markets and investing to solve environmental problems long before the acronym was born
