Global equity income funds show slow and sure progress
James Sullivan of Tyndall Investment Management and Sarasin’s Neil Denman discuss the role global equity income funds play in a portfolio and the opportunities on offer
Opinion
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Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
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Keith Ashworth-Lord: The myths and misconceptions about growth investing
Sandford DeLand’s Keith Ashworth-Lord on key caveats to spotting growth
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EdenTree CIO Thomas: Finding opportunities amid the ‘green revolution’
EdenTree’s Charlie Thomas discusses the resilience of EVs, solar power and heat pumps amid a tough economic backdrop
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CIO Philipp Bärtschi: Why we are overweight alternatives and gold
Philipp Bärtschi discusses where he is seeking opportunities across asset classes
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Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
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Artemis CIO: The silver lining after the golden age of easy money
Artemis CIO Paras Arnand explains why the economy still seems healthy, despite recent market turmoil
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Kermitted Asset Management: AI’ll be back
The Kermitted AM chairman ponders the short-term upside and longer-term snag of an environmentally-aware artificial intelligence
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Dewi John: Spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
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Man GLG’s Michael Scott: These parts of high yield can outperform equities
Aggressive monetary tightening has ushered in a late cycle environment for credit
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Where’s the revolution? AI and the long-term portfolio
GAM investment director Julian Howard asks how best to approach AI investing over the long term
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Square Mile: Global mixed bonds to watch
Square Mile’s Eduardo Sanchez checks out the top performers and compelling newcomers