Generation next with Georgie Flowers: Question the obvious
Investment research is an inherently creative process, says the Sarasin Partners equity analyst, while value and opportunity are often found outside the usual channels
Viewpoints
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America’s long spending spree has put it in a bind
The bond market is watching the US’ growing debt – and it’s getting anxious, writes Guinness Global Investors CIO Edmund Harriss
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Why growth investors are turning to Europe
Investors have pivoted away from the US in favour of Europe’s boosted defence spending, rapid rate cuts, and a more appealing growth outlook
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Fund manager profile: Rathbones’ Carl Stick on going the distance
Why he’s still excited to manage his income fund 25 years into his tenure, and how he uses long-distance running to gain perspective on both his life and career
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Ernst Knacke: The dark before the dawn
Head of research at Shard Capital Ernst Knacke encourages investors to remain vigilant as US recession risks surge
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AXA IM: Bonds re-priced amid uncertainty but will be attractive longer term
Fixed income may have fluctuated, but several drivers make bonds a worthwhile investment over the medium term, writes Chris Iggo
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Tradu: Abolishing share tax is crucial for the UK economy
Dispensing of share tax would reinvigorate UK retail investment and radically transform its underperforming equity markets, writes Brendan Callan
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The European stockmarkets hitting the high notes
Europe is in the spotlight lately for more than just Eurovision– its markets are in high demand, but some regions outshine the others
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Consumer Duty: Wealth managers must do more to protect vulnerable customers
While good progress is being made by firms towards meeting Consumer Duty obligations, Natasha Bridgewater, wealth consultant at Simplify Consulting, says many wealth managers must do more to protect vulnerable customers
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View from the top with Redwheel’s Tord Stallvik: Looking beyond the noise
The CEO on how a high degree of autonomy afforded to Redwheel’s active fund managers allows them to deliver the best possible long-term outcomes for clients amid the world’s increasingly fractious markets
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Elston Consulting: How much of a home bias should UK investors have?
UK-oriented investors have often been penalised for lacklustre returns, but a home bias may be a useful diversifier against US equities
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ARK Invest: Why cautious investors should be looking at infrastructure
Infrastructure has all the safe haven elements to make it an appealing investment for those looking to protect their portfolios