Maintaining a strategic allocation to real assets
Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.
Featured
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Fund in Five: Artemis Short-Duration Strategic Bond Fund
In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.
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The Diversifiers: Alan Gauld, Patria Private Equity Trust
Alan Gauld, lead manager of the Patria Private Equity Trust, argues the case for why private equity should play a role in any diversified portfolio.
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The Launch Pad: Eric Papesh, T Rowe Price US Structured Research Equity fund
In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price.
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Interview with Fiona Harris
Fiona Harris, investment specialist on the JP Morgan American Investment Trust, discusses the drivers of performance over the last year and where the fund is currently finding the best investment opportunities.
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Meet the asset allocators: Peter Dalgliesh, Parmenion IM
Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser.
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Five questions: Daniel Reynolds and Justin Jones, abrdn
To celebrate five years of MyFolio Index, abrdn’s Daniel Reynolds and Justin Jones answer five questions in five minutes. My Folio Index is part of the MyFolio range which offers expertly managed, cost-efficient investment solutions for every investor.
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Interview with Craig Baker
Craig Baker, CIO at Willis Towers Watson, investment manager of the Alliance Trust, discusses the trust’s multi-manager approach and the power of concentrated stock picking.
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The Launch Pad: Alex Ralph, Nedgroup Global Strategic Bond fund
In the second of the new series, Adam Lewis talks to Alex Ralph, co-manager of the Nedgroup Global Strategic Bond fund.
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Interview with Christopher Rossbach, J. Stern & Co
Christopher Rossbach, manager of the J. Stern & Co World Stars Global Equity fund, discusses his outlook, fund positioning, and what investing for the long term genuinely means.
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Fund in Five: Artemis SmartGARP® Global Emerging Markets Equity Fund
In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region.
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Meet the asset allocators: Chris Metcalfe, IBOSS
Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.