Track to the Future – with Premier Miton’s Jonathan Willcocks
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
United States
-
-
Auditing the index: Is the current fund benchmarking system fit for purpose?
Is it right that a group of indices used to measure the same sector will produce very different results, and the market as a whole is dominated by a handful of players?
-
Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
-
T. Rowe Price US Smaller Companies Equity Portfolio
In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a ‘once in generation’ valuation level relative to large-caps
-
Baillie Gifford: ‘We are appalled by Saba’s actions and conduct’
The US hedge fund’s ‘self-serving and destructive proposals’ are a veiled attempt to take effective control of UK trusts
-
Wealth manager Q&A with Mark Ivory: Junk the jargon
Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy
-
View from the top with PGIM’s Matt Shafer: Mission possible
PGIM’s head of international distribution is tasked with extending the US intermediary’s reach across Europe, the UK and Asia
-
Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
-
Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
-
Square Mile’s Fund Selector: IA Sterling Strategic Bond funds to watch
Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
-
Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
-
Knacke’s money maps: Health is wealth
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space