GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
multi-asset
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LGIM’s Crossley on the firm’s biggest challenges, five-year goals and the evolution of index funds
The head of UK wholesale speaks about being ‘more than an index house’ and addresses property fund scrutiny
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Waverton’s Paris Jordan heads to Charles Stanley
Will become head of responsible investing
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Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?
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Calastone: Flight from equities and ESG continues but emerging markets bucks the trend
Marks 28 months of consecutive outflows for UK equities
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Fortune favours the bold
Cautious multi-asset funds have been hit by outflows so far this year, says Square Mile Research’s Charlie McCann, while investors opting for riskier options are sitting pretty
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Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
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Church House’s Mahon: ‘2022 was a shocker’ for absolute returns
Portfolio Adviser speaks to James Mahon, co-manager of the £259m Church House Tenax Absolute Return Strategies Fund
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder
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BNY Mellon launches Multi-Asset Moderate fund
To be run by Newton IM’s Paul Flood
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Morningstar’s Coop: How do deal with the unforecastable in portfolios
Morningstar’s Mike Coop discusses ‘disappointingly and puzzling poor’ forecasting in the industry
