View from the top: Jane Nicholls on aligning the ’wheel
Redwheel’s head of business development
Viewpoints
-
-
Fidelity’s Price: Japan’s overlooked potential
Nicholas Price argues that Japan equity valuations are still undemanding
-
BlackRock’s Brinkmann: Latin America and the changing world order
The world is diverging, and Latin American may be able to take advantage
-
JP Morgan’s Elliott: Lifting the lid on share buybacks
Record-high share buybacks have failed to stem widening discounts
-
Beneath the bonnet: The case for L’Oréal, Salesforce and LVMH
Three fund managers share stocks that are making a difference
-
RBC Brewin Dolphin: Will the year of the dragon bring good fortune for China?
2024 is likely to be another uphill battle for China, writes Janet Mui
-
AllianceBernstein: Investors are getting ahead of themselves about healthcare
Antidiabetic drugs such as Ozempic have markets excited about healthcare, but AllianceBernstein’s Vinay Thapar calls for caution amongst the hype
-
LGIM’s Crossley: The industry must do more for social mobility
Social mobility is often missing from the diversity debate, writes LGIM’s James Crossley
-
Interactive Investor: The myth of the ‘typical’ female retail investor
To mark International Women’s Day, Interactive Investor’s Camilla Esmund explores whether the assumptions made about female investors are helpful or a hinderance
-
Morningstar: How convexity can help your portfolio
Convexity can ensure investors are capturing as much upside as possible
-
Generation Next with Gresham House’s Herlihy: ‘People are paramount’
Gresham House associate director, public equity, on bringing a ‘human-centric’ lens to finance and an initiative to develop the female fund managers of the future
-
Is the AI hype machine losing steam?
Markets are overlooking some glaring issues with AI that could result in dire consequences, writes Philip Gottschalk