After a difficult year for the continent, Ian Sansom of Fidelity International and Mirabaud’s Hywel Franklin explain why investors could be looking towards European equities with greater confidence
Chat about the possibility of a UK recession reaches deafening levels as central banks raise rates to fight inflation. Portfolio Adviser attempts to make sense of the confusion
After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
Not since 1948 has the market bottomed before a recession even got started
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
‘We are facing huge societal challenges,’ warns David Lawrence
The drag of operating with heightened cash is an important consideration, says one fixed income manager
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Stacking the odds in favour of another 50bps rate hike by the Bank of England
Companies have less balance sheet risk than they did heading into the GFC
Peak inflation may have passed but it remains significantly above its 2% target
