2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023
Viewpoints
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Rosemary Banyard: ‘I like companies that keep it simple’
The Downing manager outlines the tests she applies when choosing firms to invest in
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Lowen and Beagles: The secret to our (long-term) success
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
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What do the experts make of 2022?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Is it time to bring fossil fuels in from the cold?
Argonaut’s Barry Norris on why he is investing in a fossil fuel future, while Blackrock’s Mark Hume explains why energy prices are likely to remain elevated
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‘This too shall pass’: How the industry survived a turbulent 2022
After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
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Ruth Handcock: ‘As humans, we do not like talking about money’
Octopus Investments CEO discusses doing innovation well, retail access to private assets and the impact of Consumer Duty on value for money
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Martin Gilbert: ‘There is no gain without pain’
Assetco’s chair on learning from your mistakes, holding your ground when performance takes a tumble and, most importantly, remaining optimistic
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Investors rediscover charms of US equity income
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
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What lies ahead for markets in the coming months?
Fixed income, Asian equities, ETFs and hedge funds are some of the areas touched on by industry experts in December
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John Stainsby: The benefit of being transparent is clear to see
John Stainsby, head of UK client group at Axa Investment Managers, discusses delivering value, what makes good culture, ensuring effective communication and the changing nature of fixed income
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What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic