Generation next with Sarasin & Partners’ Tom Kynge: People skills are key
The portfolio manager on why in a world of rising geopolitical tension, understanding human behaviour is more important than ever
Viewpoint
-
-
Mirabaud: Jumbo rate cuts call for neutral duration
Andrew Lake examines the speed and tragectory of the cutting cycle set in motion by the Fed last week and what it means for fixed income
-
Building foundations: Rethinking financial risk in the European real estate sector
The sector’s debt is unsustainable, yet it is being labelled as low credit risk, writes Neuberger Berman’s Usson
-
Track to the Future – with Federated Hermes’ Clive Selman
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
-
IQ-EQ’s Bagshaw: The asset management industry must do more to fuel female success
Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion
-
WTW’s Gray: How to strike a balance between concentration and diversification
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
-
Mind Money: Are emerging markets poised for a comeback?
Emerging markets have been long criticised by scorned investors, but a potential boom in commodity prices could change the playbook, writes Julia Khandoshko
-
FundCalibre: Finding the ultimate portfolio diversifier
Commodities will be a crucial diversifier over the long-term despite its volatile performance in recent years, says Darius McDermott
-
Davies: Why the industry’s efforts to embrace diversity keep falling short
Abi Chamberlain discusses how the industry can ask the right questions and use data to drive change
-
LSEG Lipper’s John: Whither the small-cap premium?
Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
-
Baron Capital: Investors should be optimistic about US small and mid-caps
History shows us that small and mid-caps often outperform when the Fed lowers rates, says Claudia Pagazani
-
The end of the peace dividend: Preparing for higher defence spending
Governments are upping their defence budgets as geopolitics become ever more problematic, writes FundCalibre’s Darius McDermott