Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
Global Financial Crisis
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AXA Global Short Duration Bond Fund
In this Fund in Five, Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class
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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
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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