A four-point checklist for investing in liquid alternatives
With bonds failing to protect portfolios last year, investors have been drawn to the asset class to provide diversification
Morningstar
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Morningstar streamlines forward-looking rating system
The newly-formed Medalist Rating aims to identify future outperformance
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Mark Preskett: Gaining perspective from history
What happened in the past can offer context for what might happen in the future and so aid portfolio construction
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Mike Coop: The certainty of uncertainty
The burst of optimism seen in January illustrates just how quickly the mood of investors and their expectations can change
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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’
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Mark Preskett: Considerations for bond investors after a tough 2022
This year may have had investors questioning the role of bonds in a portfolio but, looking ahead, there are positives
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Annus horribilis for ESG but the night is darkest before the dawn
UK stocks are down 4.3% this year but their sustainable peers have dropped 11.4%
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How to spot the US small-cap stars
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
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Morningstar lifts lid on unicorns with industry-first indexes
The first daily-published benchmarks for privately held companies with a market cap of more than $1bn
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Storm warning as money pours out of UK equities
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
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The shifting landscape of renewable energy
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?
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Credibility issues put bond investors off UK
JP Morgan AM and Jupiter managers among those reluctant to tap into climbing gilt yields
