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
Ukraine
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94% of investors consider defence stocks ESG friendly
ESG investors have stopped divesting from defence stocks and started buying them since the invasion of Ukraine
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Four views: Mapping the frontier
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
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Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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Four views: The future of renewables
Portfolio Adviser asks this month’s panel for their outlook on investing in renewable energy
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Wealth manager Q&A with James Fishbourne: Seeing the wood for the trees
Though volatile markets are unnerving for both wealth managers and their clients, Sarasin & Partners’ James Fishbourne says it is during these times you learn long-lasting lessons
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon