Dewi John: Are UK equities finally due a comeback?
Few have noticed but a case can be made for UK equity funds that has not been possible for more than a decade
Refinitiv Lipper
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Revealed: All the winners of the 2022 UK Refinitiv Lipper Fund Awards
Mercer and Nomura AM join Chelsea Financial Services and Goldman Sachs AM among group winners
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Dewi John: What does ‘good’ look like?
In a world where ill-founded opinion vies for airtime with well-grounded research, it is more important than ever to be able to pinpoint the latter
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Dewi John: Wake up and smell the infrastructure
Inflation prospects and climate change are key factors underpinning the investment case for infrastructure
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Dewi John: The best and worst of times in 2021
Which sectors returned the most, lost the most – and what, if anything, this intimates for the coming year
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Dewi John: Living through interesting times
ESG and the risk of rising inflation look set to reprise their roles as major investment themes in the coming year
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Dewi John: China is a hard market to like right now but even harder to ignore
Chinese equity funds were among the top-performing sectors of 2020 but, this year, the story is rather different
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Dewi John: Targeted absolute returns – the moonshot that missed
Significant redemptions from Targeted Absolute Return funds in recent years would suggest an inability to live up to investors’ expectations. Which begs the question – were those targets viable?
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Dewi John: On the rebound – investors hedge against inflation
Whether prudent hedging against a temporary uptick or bulwarking against the awakening inflationary beast is too early to tell
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Dewi John: Not waving, but cycling – are commodities rebounding?
Market watchers have begun to raise the prospect of a new commodities supercycle so what is the underlying cause?
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Dewi John: Equity takes a trip – in an ethical way
You may not be going abroad any time soon – but here is why your equity allocation is likely to
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Why it paid to be a nimble and undogmatic investor during the pandemic
Key findings from the latest Refinitiv Lipper report for fund managers