‘This too shall pass’: How the industry survived a turbulent 2022
After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
Russia-Ukraine crisis
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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What lies ahead for markets in the coming months?
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
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Small mercies: Resilient returns within UK small cap sector
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?
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JP Morgan trust eyes second merger after scooping up Scottish Investment Trust
As sanctions force JPM Russian Securities to change its investment objective
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Square Mile: Emerging market debt funds to watch
Top performers and compelling newcomers in the spotlight
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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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The shifting landscape of renewable energy
The Ukraine crisis looks to have exposed the naivety of energy policy across the globe but could a more robust, better-considered approach now take its place?
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What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Square Mile: Global equity income funds to watch
Dividend-hungry investors are turning to global equity income, sparking something of a renaissance for the unloved sector
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Investment industry leaves Russia out in the cold
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
