Investment trusts: Growth story in Japan
The cyclical leaders that dominate Japan’s equity market and drove its recent rally could recede as growth stocks take centre stage once more
Russia-Ukraine crisis
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Discounting net zero: Investment trust sector ‘re-embracing’ ESG values
JTC Groups’ Simon Gordon explains how the renewables trust sector is showing signs of recovery
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Craig Hart: It’s easier these days to make a positive impact
King & Shaxson’s client relationship manager on why investing is better placed than ever to make a positive impact and why we need more transparency from fund providers
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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Five asset management experts on ‘giving back’ to communities
Five industry experts talk about their companies’ philanthropic endeavours amid these challenging times
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Tyndall’s Edward Allen: TCF guides all we do
Boutique’s private clients investment director on a ‘dignified pause’ in regulation and always putting the client first
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Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
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Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
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Jonathan Butler: Credit will come into its own in 2023
PGIM’s co-head of global high yield explains why now is a fantastic time to be an active credit manager
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Is China back with a bang?
Amid the euphoria of China’s economic re-opening, are genuine risks of another potential global wave or further Covid mutation being glossed over?
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Food fight: Is the UK sleepwalking into a food supply crisis?
Climate change, supply chain difficulties, rising inflation and the war in Ukraine make for a perfect recipe for disaster
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What do the experts make of 2022?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
