Dewi John: The year the wolves of inflation howled
2022’s worst affected fixed income sector was one investors might have expected to be relatively insulated
Opinion
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Ben Goss on risk: Identifying true north in volatile times
Looking through events to distinguish short-term shifts from long-term reconfigurations is central to investing
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Kermitted Asset Management: Wash this space
At the end of a tough month, the chairman of the insignificantly-sized investment company Kermitted Asset Management turns to the back pages in search of a little light relief
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Kermitted Asset Management: Putting the ‘I’ into ‘impact’
The chairman of the insignificantly-sized investment company Kermitted Asset Management has an epiphany on ESG investing’s biggest problem – if perhaps not on the best solution
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Square Mile: Multi-asset funds to watch
Top performers and compelling newcomers in the spotlight
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Track to the Future – with LGIM’s James Crossley
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the year ahead
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Gary Potter: Investors have too-weak/two-week memories
Fund managers must keep an open mind to change and appreciate fully the grave responsibility entrusted to them by clients
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Mark Preskett: Considerations for bond investors after a tough 2022
This year may have had investors questioning the role of bonds in a portfolio but, looking ahead, there are positives
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How to find quality UK stocks
Investors would be forgiven for thinking there is nowhere safe to turn – but it’s not all doom and gloom
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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Darius McDermott: The multi-dimensional role of infrastructure investing
As a low beta, defensive asset class its attractions are not new
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Dewi John: Has the tide turned against ethical bonds?
Or do recent outflows suggest the asset class is ‘collateral damage’ in the rush to passive fixed income?