Magazines

Time in the sun: After a decade in the shadows, is this finally the time for financials to shine? Like most sectors, financials were in a bad way after the pandemic hit markets in March last year. In April 2020, weeks into the ensuing sell-off, almost 40% of shares in the Polar Capital Global Financials…

Hit and miss: How many of Japan’s economic arrows will still fly straight under Abe’s successor? UK investors have typically been underweight Japan in portfolios in recent years and it’s not hard to see why. Despite numerous proclamations of a ‘new dawn’, the country has spent the best part of three decades mired by minimal…

-Why Evergrande is collateral damage in China’s aggressive shift towards a more stable economy -Four up-and-coming managers reveal their top investment themes as we move out of the pandemic -Atlantic House CEO Tony Stenning on empowering individuals to make sound financial decisions -Why Sarah Soar is keen to avoid Hawksmoor IM being viewed as ‘just…

The Professionals’ Guide to Responsible Investing – Autumn 2021 Tech’s reassuring lesson for responsible investors In A Midsummer Night’s Dream, Lysander famously observes that “the course of true love never did run smooth” – and the same might be said, rather less romantically for sure, for the course of structural growth trends. These days, for…

– Will new EU regulation succeed in helping fund selectors make more sustainable choices, and where does it leave the UK? -David Harrison on how the Rathbone Greenbank Global Sustainability fund has flourished by focusing on quality businesses -RSMR co-founder Ken Rayner says his firm’s success is based on being prepared to look beyond number…