Dewi John: Is ESG alpha the modern phlogiston?
Search for ESG alpha reminiscent of chemists of bygone ages hunting for phlogiston and aether
Opinion
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Morningstar’s Bragazza: Diversify your diversifiers
It’s not just about historical correlations or equities and bonds
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Kermitted Asset Management: Herd mentality
The chairman of the insignificantly-sized investment company Kermitted Asset Management realises the answer to ESG investors’ inability to speak the same language has been staring them in the face all along
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Ben Goss on risk: Consumer Duty sharpens focus on value
With the implementation period clock ticking, it is an opportunity for professional investors to think about their role in delivering good outcomes
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Three key global fixed income trends for H2
‘While assets have continued to trickle out of the EM bond market, we see no signs of panic’ writes Pinebridge’s Steven Oh
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Square Mile: Sterling strategic bond funds to watch
Top performers and compelling newcomers in the spotlight
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Should EM debt investors be afraid of the Fed hiking cycle?
Never before has duration been as long during a tightening cycle
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Is there an investor playbook to navigate a post-pandemic world?
Covid-driven distortions continue to plague the market
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Jonas Edholm: Five former foes of value that have become its allies
How the forces that previously challenged value stocks are now driving the investment style’s resurgence
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Dan Kemp: The most vital question ever put to me as a portfolio adviser
By focusing on an individual rather than a group, professional investors can reduce the psychological distance to those they are trying to serve
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Kermitted Asset Management: Man of letters
Temporarily bereft of funds, the chairman of the insignificantly-sized investment company Kermitted Asset Management has had to find other ways to pass the time
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Are cloud stocks finally an attractive bargain?
Share prices for infrastructure players reflects ‘undue pessimism’, says Rathbones equity analyst Ben Derber