Mike Bell: The birth of a new bull market
JPMAM global market strategist is excited to watch both his recently-born daughter and the next bull market grow
Opinion
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Don’t overlook EIS and VCTs in the coming months
Tax-efficient investments could be an answer for anyone concerned about the prospect of tax rises in the wake of the pandemic
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Robert Cole: Is China’s growth story too good to be true?
For investors wondering what to make of China’s latest GDP figures, the glass is both half-full and half-empty
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Kermitted Asset Management: Two points for the conversion
The chairman of the insignificantly-sized investment company Kermitted Asset Management has seen the light – and it wasn’t on the road to Dagenham
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Chris Metcalfe: Every Brexit and Covid blow makes UK equities look more attractive
Iboss investment manager reckons the likes of George Godber and Henry Dixon will soon deliver stronger performance
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Darius McDermott: Can we trust the recovery in emerging markets?
EM has concentration and valuation issues but growth opportunities exist with the right manager
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Charles Younes: Will US funds still be a beacon of stability once the election is done and dusted?
Several renowned North America funds have seen large inflows over the past three months
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Ben Goss: Portfolio cashflow planning for complex times
The answer to helping clients plan well for a complex and uncertain future can lie in preparing them for a range of reasonable outcomes – including stressful ones
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Dan Kemp: The UN’s sustainable development goals – five years on
Now five years old, the UN’s SDGs are a useful tool to use with clients because of their resonance and relatability
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Alternative thinking: Investing for income in a post-Covid world
As the global economy lurches from crisis to crisis, income investors ought to consider alternatives to equities and bonds
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Charles Younes: How to manage the tricky task of rebalancing during Covid
FE Investments recently completed the biannual rebalance of its Mosaic portfolios
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Ben Goss on risk: History jumps and property falls
Property has a place in a multi-asset portfolio – the question is how that exposure is gained and in what quantity