Dan Kemp: Client-centric approach to outlooks is vital
‘Key purpose of an investment outlook is to address the concerns of the investor, prepare them, and give them confidence’
‘Key purpose of an investment outlook is to address the concerns of the investor, prepare them, and give them confidence’
This year may have had investors questioning the role of bonds in a portfolio but, looking ahead, there are positives
UK stocks are down 4.3% this year but their sustainable peers have dropped 11.4%
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
The first daily-published benchmarks for privately held companies with a market cap of more than $1bn
As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector
The Ukraine crisis looks to have exposed the naivety of energy policy across the globe but could a more robust, better-considered approach now take its place?
JP Morgan AM and Jupiter managers among those reluctant to tap into climbing gilt yields
Central bank’s intervention may have calmed markets, but clouds linger on the horizon
GameStop ‘activists’ were able to make a usually efficient market stray far from its fundamentals
Majority of top performers fall into Morningstar’s clean energy category
By focusing on an individual rather than a group, professional investors can reduce the psychological distance to those they are trying to serve