Darius McDermott: Is policy failure at the Fed the biggest risk to markets?
‘Inflation is more stubborn/endemic in markets than perhaps we thought early on in 2021’
Opinion
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Charles Plowden: ‘ESG is still a bit of a jungle’
Baillie Gifford’s outgoing senior partner discusses ESG’s jungle of definitions, whether the sector faces a surplus of capital or a shortage, and investment’s higher purpose
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Kermitted Asset Management: Wash this space
The chairman of the insignificantly-sized investment company Kermitted Asset Management has a nasty taste in his mouth – from either the actions of his rivals or a new cocktail
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Ben Goss on risk: Despatches from the sustainability frontline
Risk-based financial planning is a game changer for sustainability because it gives clients and their advisers much more flexibility when it comes to investment selection
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Dewi John: Not waving, but cycling – are commodities rebounding?
Market watchers have begun to raise the prospect of a new commodities supercycle so what is the underlying cause?
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Darius McDermott: Is it time for investors to go defensive?
‘Now is the time to be a little more cautious – balance and diversification are a must’
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Ben Goss on risk: Risk targeting in accumulation and decumulation
Risk-based planning requires increasingly close relationships between fund manager, adviser and the client
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Tom Boyle: Who invited David Brent to the debate on interest rates?
‘Regardless of whether Janet Yellen should be commenting on interest rates anymore, the market agrees with her’
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Kermitted Asset Management: A burden, for now
The chairman of the insignificantly-sized investment company Kermitted Asset Management discusses his recent case of invisible vowel syndrome
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Mark Casey: Why 2021 could be a watershed moment for Big Tech
World’s largest tech companies could come under increasingly aggressive antitrust and regulatory scrutiny
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Dewi John: Equity takes a trip – in an ethical way
You may not be going abroad any time soon – but here is why your equity allocation is likely to
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Hugh Gimber: What have investors learned from president Biden’s first 100 days?
JPMAM global market strategist thinks policy mix for the full term may look quite different from here on