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
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
But what drove Elon Musk to buy the one of the world’s biggest social media platforms?
Investors often view frontier markets as very risky but there is a case for strategically overweighting them in an EM debt portfolio
The difficulty of determining where emerging markets’ next round of outperformance will come from militates in favour of broader-based portfolios
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
The chairman of the insignificantly-sized investment company Kermitted Asset Management is a huge supporter of environmental issues – and he has the airmiles to prove it
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?
Four important developments should provide momentum for the asset class
Make full use of diversification to tackle those twin destroyers of value, equity falls and inflation rises
Flexibility, adaptability and an eye on the evolving data disclosure environment will be key to reflecting carbon intensity in ESG portfolios
Spanning 10 months on average, economic downturns can last up to 1.5 years
The chairman of the insignificantly-sized investment company Kermitted Asset Management has an epiphany on ESG investing’s biggest problem – if not, perhaps, on the best solution