Mark Wright: Calm before the storm
Developed-world nations are paying the price for significant policy errors that are eroding people’s standard of living at an alarming rate
Opinion
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The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
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Gary Greenberg on ‘riding winners and cutting losers’
Industry know-how is gained with time and by taking some hard knocks along the way, but the lessons learned are invaluable
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Dewi John: Lots of chaff, some wheat in emerging markets
Hopes of a post-Covid EM rebound failed to materialise as managers planned and God laughed
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BlackRock’s Gallagher: ‘I love making investment trusts still relevant’
BlackRock head of investment trusts Melissa Gallagher talks about the suitability of closed-ended funds for holding alternative assets, the crucial role of boards and ensuring trusts remain relevant
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Lessons learned: John Bennett on why ‘investing is not a religion’
Janus Henderson’s director of European equities warns against making binary calls
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Why market mispricings exist
GameStop ‘activists’ were able to make a usually efficient market stray far from its fundamentals
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Square Mile: Global equity income funds to watch
Dividend-hungry investors are turning to global equity income, sparking something of a renaissance for the unloved sector
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Growth stocks are still not cheap
Valuation gulf between growth and value stocks is still twice as wide as its average since 2003
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The growing need for predictable investments
Where comfort was once coveted, shiny marketing campaigns, star managers and emerging investment themes took over
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Investing in personalised medicine: One step forward, two steps back
Patients may prefer to stay on existing treatments and wait 10-to-20 years to see how the hoped-for cure is working
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Nick Parsons: How real assets can help protect against inflation
Real assets can offer genuine diversification benefits as investors seek to shelter portfolios from the shrinking real value of dividend income streams