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What’s on the cards for 2022? Our industry loves nothing more than making predictions on the year ahead. I, however, find myself looking back on the past four-and-a-half years. This is because, dear reader, I’m leaving Portfolio Adviser for pastures new. A lot has happened since June 2017 when I first sat in the editor’s chair. We’ve…
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…
