What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
Viewpoints
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Fund manager exodus leaves experience vacuum
‘When markets get difficult, you want to see a few grey hairs on your manager’
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How the Faangs lost their bite
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
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Women manage just 2% of UK funds
But when not everyone thinks this gender imbalance is a problem – how do you solve it?
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Andy Clark: ‘ESG is not complex, but it is confusing’
‘With everyone claiming they are experts, it has become very difficult for investors and advisers to work out what to do,’ says EdenTree’s CEO
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Charles Younes: The equity funds we’re backing for volatile markets
FE Investments adds five equity funds in its latest rebalance, with Slater Growth and Baillie Gifford European making the cut
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DFMs predicting a ‘Biden bump’ as 2020 US election looms
Democratic clean sweep could spark value rally if inflation picks up
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Darius McDermott: Unloved UK still faces significant challenges despite political stability
FTSE 250 jumped 4% after Boris Johnson’s landslide victory but longer-term rally may still prove illusive
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Daniel Murray: Small is beautiful in Latin America
Smaller, more flexible and often better-run economies are becoming a greater focus for investors in Latin America
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Darius McDermott: The fledgling funds I’m backing
Three isn’t always the magic number when it comes to a fund’s track-record
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Darius McDermott: Five of my favourite small cap funds
Small cap funds were not hit as hard last year as many think they were