Matt Beesley: Expansion is the big theme of 2021
Artemis CIO on ballooning earnings multiples, debt and how these create opportunities for active investors
Artemis CIO on ballooning earnings multiples, debt and how these create opportunities for active investors
The chairman of the insignificantly-sized investment company Kermitted Asset Management outlines some of his recent exchanges with the merry men and other souls posting on investor forums
And as the years go by Our friendship will never die You’re gonna see it’s our destiny …
‘Trying to figure whether growth, value or income is the best horse to bet on is no easy task’
As the measurement of sustainability improves, the market will become more accurate in its assessment of risks
There are a number of possible explanations for ESG’s outperformance of non-ESG assets in 2020
‘Without a wholesale review of the FSCS, the total compensation bill will continue to rise’
On top of a strong investment proposition, clients want key messages to reassure them they are in safe hands
FTSE Aim All-Share returned 21.8% last year, beating more established indices like the S&P 500 and MSCI EM
Investment companies showed resilience in the face of the pandemic, with assets smashing a record £229bn
‘History shows dividend recessions can take longer to recover from’
Starting with risk, not reward, can help position the wealth management sector as a force for good as countries rebuild from the pandemic