Hortense Bioy: HSBC’s Stuart Kirk got a few things right
The future is uncertain but that doesn’t mean investors don’t or shouldn’t care, says Morningstar global director of sustainability research
Opinion
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Dewi John: Value vs growth debate needs healthy dose of scepticism
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
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Darius McDermott: Is there any hope for corporate bonds?
Investors pulled nearly £800m from the sector in Q1 2022
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Edward Fane: The world turns
Cause leads to effect and shock to adaptation – suggesting it pays to be sceptical of our ability to forecast
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Upside potential: The case for European real estate
The biggest upside risk to the outlook for European real estate is recession, says Cohen & Steers manager
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Oisin O’Leary: A tale of two deficits
When it comes to its financing, the UK continues to be reliant on the ‘kindness of strangers’
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Now is the time to pick up quality for cheap
Ninety One’s Jeff Boswell says higher quality parts of the credit market have ‘somewhat unusually’ underperformed
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Fergus Argyle: A farewell to BRICs
Which countries represent the next generation of leaders among the world’s emerging markets?
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Abhinav Mehra & Andy Draycott: The case for India as a ‘buy and hold’
Was 2021 a flash in the pan for India’s stockmarket or the consequence of powerful structural shifts?
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Darius McDermott: How to play the value revival
‘Discrepancy between value and growth globally remains as extreme as it has ever been’
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Kermitted Asset Management: Get Carter
The chairman of the insignificantly-sized investment company Kermitted Asset Management reveals the inspiration for his new philosophy of a more pragmatic approach to ESG
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Leslie Alba: Tempting market narratives can be a recipe for loss
Investors should try to stay the course in this unsettling year – which is subtly different to doing nothing