HSBC: We need to re-examine the active vs passive debate
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
Global Financial Crisis
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Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
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Are income investors turning a blind eye to the world’s dividend powerhouse?
Money continues to flow out of the UK equity income sector, yet dividend growth is on the up
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UK companies drop special dividends by 79% in 2023
Special dividends fell by more than three quarters in 2023, but bank payouts ‘more than offset cuts’
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
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Guardians of the galaxy: What does the future of asset management look like?
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future of asset management will look like
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Are we finally at the end of the post-Lehman Brothers era?
Exactly 15 years after the bank’s collapse, markets are expecting a new regime altogether
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Managing uncertainty post-Credit Suisse: A question of weighting?
‘Far more money has been lost by investors trying to anticipate corrections than has been lost in all the corrections combined’
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Lowen and Beagles: The secret to our (long-term) success
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
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John Stainsby: The benefit of being transparent is clear to see
John Stainsby, head of UK client group at Axa Investment Managers, discusses delivering value, what makes good culture, ensuring effective communication and the changing nature of fixed income
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Gary Potter: Investors have too-weak/two-week memories
Fund managers must keep an open mind to change and appreciate fully the grave responsibility entrusted to them by clients
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Rathbones’ Jackson: UK economy is more resilient than in 2008/09
Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive
