Dewi John: The best and worst of times in 2021
Which sectors returned the most, lost the most – and what, if anything, this intimates for the coming year
Opinion
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James Penny: 2022 may be a bull market – but not without volatility
TAM chief investment officer looks back on a ‘rudderless’ year but is tentatively bullish on what lies ahead
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Leslie Alba: Back to base rates with the ‘Rule of 72’
The current environment demands a focused approach to portfolio construction and a grounding in base rates
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Ben Goss on risk: Remember the past when building the future
Should investors be looking to find a place for thematic approaches to sustainability in their portfolios?
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Track to the Future – with KBI Global Investors’ John Griffith
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the year ahead
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Steven Romick: Price matters – no matter how good your business is
Everything has a price and investors must understand exactly what that is to justify each position they own
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Kermitted Asset Management: Belief and reason
The chairman of the insignificantly-sized investment company Kermitted Asset Management was worried the ESG community may be shooting itself in the foot – but then he spotted an angle
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Track to the Future – with PGIM Investments’ Kimberly LaPointe
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the year ahead
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Geeta Aiyer: Making gender visible to investors
Gender has so far been largely absent from conversations on global investor action but that must change
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Dewi John: Living through interesting times
ESG and the risk of rising inflation look set to reprise their roles as major investment themes in the coming year
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Track to the Future – with HSBC AM’s Smera Ashraf
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the rest of 2021 and beyond
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Guy Monson: Big changes, big challenges
Can the remarkably sanguine reaction of world markets to recent economic challenges realistically continue?