Mike Coop: What the China crackdown tells us about investing
Given the current newsflow, does China have the hallmarks of a great buying opportunity or a value trap?
Opinion
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Darius McDermott: Unpicking the uncertainties of Japan
Change is in the air once more with a general election on the horizon
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Alex Odd: ‘The talent in a small investment house is starved in a big corporation’
Tyndall CEO thinks consolidation has created ‘unwieldly, distracted, behemoths, increasingly distanced from their clients’
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Kermitted Asset Management: Not that ‘uncomfortable truth’
The chairman of the insignificantly-sized investment company Kermitted Asset Management may not be talking about performance when he suggests ESG still has plenty of room for growth
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Track to the Future – with BNY Mellon IM’s Michael Beveridge
Continuing our series on 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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Chinese equities – when political risks override the markets
IA China/Greater China sector had, until recently, consistently outperformed North America, global and emerging markets
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Hortense Bioy: Global assets in ESG bond funds triple to $350bn
Europe and the US have the most ESG bond funds, and passive and impact products are gaining popularity
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Track to the Future – with Aviva Investors’ Apiramy Jeyarajah
Continuing our series on 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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Darius McDermott: Making sense of UK real estate
The past 12 months has reinforced the view real estate still plays a fundamental part in a diversified portfolio
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Track to the Future – with River & Mercantile’s Simon Smith
Continuing our series on 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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Ben Goss on risk: Finding the liquidity balance
How can advisers help clients understand the level of liquidity they require and manage liquidity risk across the overall portfolio?
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Track to the Future – with Assetco’s Gary Collins
Continuing our series on how fund group distribution bosses are thinking about asset classes, strategies and working with clients over the rest of 2021 and beyond