Treasury hunt: MGIM’s Owen on the storm brewing in bond markets
10 year treasury hit highest level since the GFC last week
Opinion
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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
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Generation next: Elston’s Qiao on bouncing bonds and ‘true active’ investing
Elston Consulting fund selector Jackie Qiao discusses how she sees active funds evolving over the next decade
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Berenberg’s Born: The three investment megatrends ensuring ‘sleepy Europe’ won’t be left behind
‘Sleepy old Europe’ will not be left behind
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Axa IM’s Iggo and Gleeson: Why AI could be the biggest investment theme of the decade
Algorithms already dominate our lives, from video streaming to shopping recommendations
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Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?