Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
Current disconnect between falling inflation and low “economic slack”
Investing in infrastructure should produce solid returns – as and when inflation peaks and real rates fall again
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier
Momentum’s Richard Parfect discusses why FCA guidelines have led to misleading reporting costs for investment trust investors
Morningstar’s Ron Bundy discusses speed of trust, the challenge of indexing private markets and working to meet clients’ more thematic ‘strategic beta’ needs
Star Multi-Asset Income Fund manager discusses portfolio changes amid the higher yield environment
Evenlode’s Global Equity team discusses launching during the pandemic, severing emotion from sell discipline, and why investing in brands is ‘high maintenance’
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
Seven investment experts set out their thoughts on the outlook for passive investing, fixed income, India and more
Five investment trust managers share their outlooks and opportunity sets
James Sullivan of Tyndall Investment Management and Sarasin’s Neil Denman discuss the role global equity income funds play in a portfolio and the opportunities on offer