Kermitted Asset Management: Message in a battle
The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical
Opinion
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Liontrust’s Thompson: Why India is a ‘shining light’ in emerging markets
The fund manager is positive on India over the next decade
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Economist Trevor Williams: ‘Only a matter of time’ before central banks start cutting rates
The risk of a UK recession and an ‘outright fall’ in inflation is growing
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Cohen & Steers’ Rosenlicht: Investors must look beyond alternative energy to smooth returns
The portfolio manager believes demand for traditional energy will increase ‘meaningfully’ in the coming years
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Treasury hunt: MGIM’s Owen on the storm brewing in bond markets
10 year treasury hit highest level since the GFC last week
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Square Mile: Global funds to watch
Square Mile’s Charlie McCann checks out the top performers and compelling newcomers
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Trium’s Hayes: Why investors should fear ‘the Grim Repo’
The Repo account, held at the Fed, is perhaps the greatest harbinger of doom for the global economy
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CVC’s Staelens: Why income investors should look to leveraged loans for stability
Asset class is benefiting from the boom of private equity transactions
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MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
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How to benefit from the ‘misery’ created by technology
VT De Lisle America fund’s manager Richard de Lisle discusses opportunities arising from Generation X escapism
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LSEG Lipper’s John: Have interest rates finally peaked?
With inflation proving stickier than expected, Lipper’s research head considers the likely path ahead for monetary policy
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JP Morgan’s Elliott: What will it take for investment trust discounts to narrow?
The investment companies sector is enduring another tough year