Nic Spicer: Managing risk as inflation rocks your foundations
The year the negative correlation between equities and bonds the asset management industry relies on went AWOL
The year the negative correlation between equities and bonds the asset management industry relies on went AWOL
Alquity’s head of emerging markets Mike Sell explains why unwary asset allocators might get caught out
Investment trusts are democratising the asset class
With central banks in no mood to cut rates yet, real assets have room to rise
The firm’s CIO for multi-asset strategies, EMEA, answers our questions
Post-pandemic it is possible to make a good argument that bearishness is overdone
It is ‘often the obvious next move’ for companies looking to expand
Economy boosted as pandemic fear eases
The future is uncertain but that doesn’t mean investors don’t or shouldn’t care, says Morningstar global director of sustainability research
Companies that can pass on price increases to the consumer could be a good bet for investors
‘Modestly high inflation and modestly strong growth’ would be supportive but tide could turn if equity markets correct
Conflict in Ukraine is an opportunity for asset managers to provide greater clarity on their own ESG philosophy