Wellington: Why scepticism is vital in the overexuberant high-yield market
Excitement around AI is forming a potential bubble that could do permanent damage to investor’s capital, writes Konstantin Leidman
Viewpoints
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The dramatically changing face of the portfolio construction
Most portfolio decisions are now beyond the remit of financial advisers, sending waves across the UK’s fund management universe
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Evenlode: Are there still opportunities in AI beyond the hype?
With investment in AI peaking to $300bn next year, companies need to rethink their business models if they want to deliver for investors
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View from the top with Royal London AM’s Phil Reid: Our mutual friend
Company’s mutual status is synonymous with a longer-term approach to growth, something that is front of mind as it eyes international expansion
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ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
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Why FX is an underappreciated asset class
Foreign exchange is a powerful diversifier that goes overlooked by most wealth managers, according to EGA’s Jonathan Dagg
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Fund manager profile: Cohen & Steers’ Jason Yablon on the reit move
Following a period of ‘hunkering down’, the head of listed real estate explains why he is hopeful the commercial property sector is on the way up as we head into 2025
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FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
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Pictet: Why investors need to rethink their Europe allocation
Europe faces an ‘existential threat’ as it approaches a pivotal point in its economic future, writes Maria Vassalou, head of Pictet Research Institute
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Finbourne: Solving the liquidity problems facing pension funds
Pension funds are moving ever more into private equity, but its illiquid nature presents challenges, writes Thomas McHugh
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Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
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Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke