SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US
Opinion
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Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
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Track to the Future – with Premier Miton’s Jonathan Willcocks
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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RSMR’s Rayner: Is now the time to make active management great again?
CEO questions whether it’s time for investors to ‘broaden their outlook on developed markets’
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Mike Riddell on bonds: Feeling the squeeze
Fidelity International’s fixed income portfolio manager on why corporate bonds are running out of juice
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Square Mile’s fund selector: IA Global funds to watch
Ajay Vaid, a senior investment research analyst at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Track to the Future – with Lazard Asset Management’s Tony Maddock
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Morningstar: Time to look beyond the US
Overlooked equity markets around the world offer much cheaper entry points than expensive US stocks, writes Mike Coop
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Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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Morgan Stanley’s Oldenburg: Saudi Arabia offers bright prospects for EM investors
The head of emerging markets equity discusses why the overlooked region is in a sweet spot
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Track to the Future – with HSBC Asset Management’s Dan Rudd
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months