James Burns: We don’t regret ill-timed gold trade
Smith & Williamson MPS co-head says the precious metal ‘was never going to be a six-month trade’
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Freddy Colquhoun: ‘Income has been a very tricky place to invest’
JM Finn investment director explains why it’s not just the pandemic that has made it difficult to find yield
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Andrew Hardy: How we are playing the cyclical recovery
Emerging markets, global property and small-cap among the areas that look attractive, says MGIM investment director
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AJ Bell duo: Banks, housebuilders and travel companies are appealing if you can see beyond Covid
Ryan Hughes and Matt Brennan add a value tilt and inflation protection, but property gets the heave-ho
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Simon Jaffé: Don’t expect the US to keep dominating in the next decade
Whitechurch Securities prefers contrarian plays in UK and emerging markets as global vaccine rollout gets underway
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Andrzej Pioch: How we played equities through the US elections and vaccine breakthrough
The LGIM multi-index team has been underweight US stocks during 2020 due to concerns about mega caps
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Gary Moglione: There’s evidence fund selectors aren’t as efficient as they should be
Seneca Income & Growth manager reveals some of the more obscure boutiques held by the investment trust
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John Moore: Why US, Europe and Asia are more compelling than the UK right now
‘It just feels instinctively like there are better opportunities elsewhere’
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Terence Moll: If UK and EU strike a deal in 12 months ‘it’ll be a miracle’
7IM chief strategist reveals why he is ‘aggressively neutral’ on UK stocks
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Helen Bradshaw: Income investors need to beware of risk-rated funds
Quilter Investors manager finds few rivals with monthly income portfolios
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Janus Henderson duo: Active management has rightly taken a lot of flak
Nick Watson and Dean Cheeseman anticipate period of lower returns after QE-fuelled rally
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Tom Yeowart: ‘You won’t see our managers’ names on the side of a taxi’
Troy manager has a penchant for little-known boutiques in his fund of funds