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
Opinion
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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?
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Kermitted Asset Management: Melchett’s Law
The chairman of Kermitted Asset Management believes he has worked out how to achieve inner peace as an ESG ‘pioneer’
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Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
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Marlborough’s Lall: The growing UK small caps being thrown out with the bathwater
UK companies are on an average discount of around 17% relative to comparable businesses in other developed markets
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Parmenion’s Dalgliesh: The nuances of money market funds
Portfolios are now ‘a world away’ from only being short-duration bond funds
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EFG’s Moz Afzal on the ‘gift’ of China’s slowdown and the rise of the machines
Global CIO discusses the three factors informing the firm’s US allocation strategy
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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Kermitted Asset Management: Bad books
A novel plan by the chairman of the insignificantly-sized investment company Kermitted Asset Management fails to achieve his intended storybook ending