Dewi John: The sunlit uplands of volatility
Received wisdom holds has it that active managers should outperform their benchmarks in periods of high stock dispersal – but does that still hold true?
Received wisdom holds has it that active managers should outperform their benchmarks in periods of high stock dispersal – but does that still hold true?
The manager on the Liontrust Economic Advantage team on why a firm’s business model can mean more than its share price
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
The company boasted ‘perfect’ shifts in correlation in November
‘It’s difficult to go ‘full bull’ in the face of a market with so many reasons to sell’, says TAM CIO
EPFR data reveals cumulative flows into Vix strategies hit $17bn last month
Lessons to take from the year so far concern herd behaviour, policy response influence and the opportunity to buy at low prices
The outlook for markets may be blurry in the short term but, in some respects, it becomes less so over the long run
UK investment professionals are more optimistic than other regions about how major indices will perform
Increasing mortality concerns, falling markets and disrupted spending patterns mean good retirement planning is more vital than ever
In this challenging environment, investors should put the significant market movements into perspective and remain level-headed
Four key talking points for advisers when speaking to clients concerned about the market and their portfolio