Dewi John: Spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
Refinitiv Lipper
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Dewi John: The sunlit uplands of volatility
Received wisdom holds has it that active managers should outperform their benchmarks in periods of high stock dispersal – but does that still hold true?
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Revealed: All the winners of the 2023 UK Refinitiv Lipper Fund Awards
Royal London and Julius Baer among group winners while JPMAM tops 18 individual categories
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Dewi John: Trying not to make astrologists look (too) good
Reading the tea leaves of recent fund flows, investors appear to be rebalancing portfolios after a turbulent year
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Unprecedented year of redemptions sees £54bn gush out of UK funds
2022 outflows dwarfed the money pulled in 2008 and 2019, according to Refinitiv Lipper
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Dewi John: The year the wolves of inflation howled
2022’s worst affected fixed income sector was one investors might have expected to be relatively insulated
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Dewi John: Has the tide turned against ethical bonds?
Or do recent outflows suggest the asset class is ‘collateral damage’ in the rush to passive fixed income?
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Dewi John: EM entry points call for careful consideration
The difficulty of determining where emerging markets’ next round of outperformance will come from militates in favour of broader-based portfolios
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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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Dewi John: Is ESG alpha the modern phlogiston?
Search for ESG alpha reminiscent of chemists of bygone ages hunting for phlogiston and aether
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Dewi John: Britain’s squeezed middle … caps
Mid-sized UK stocks have performed more in line with Europe’s down and out larger companies
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Dewi John: Value vs growth debate needs healthy dose of scepticism
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
