Premier Miton’s Goodwin: Investors must ignore US election noise
Speculating the outcome of this election could cloud investors’ long-term strategies, writes Duncan Goodwin
Viewpoints
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JPM’s Elliott: Are bigger investment trusts always better?
Consolidations have swept the sector as wealth managers seek larger trusts, writes Simon Elliott
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Avoiding market frights this Halloween
Tensions in China and a close election in the US could quash investor sentiment
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Knacke’s money maps: The age of deflation
The 2020s is not the 1970s, writes Ernst Knacke, head of research at Shard Capital, but more like the early 1900s
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Four views: Is it business as usual for fixed income?
Portfolio Adviser asks four experts if fixed income is returning to its more traditional role in portfolios as inflation risk falls
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Nedgroup’s Roberts: Bond investors should avoid China and Japan
Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
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Fund managers need to urgently rethink valuation methods as costs surge
The asset management industry faces the dilemma of curbing costs while simultaneously boosting revenues
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Stonehage Fleming’s Gerrit Smit: How McDonald’s can shield investors from a US recession
Markets are bracing for low growth and weak cosumption – prime conditions for the chain to thrive
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PGIM Fixed Income: Five risks US tariffs pose to European markets
Global trade tensions could exacerbate Europe’s competitive decline, writes Katharine Neiss
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Fund manager profile: J. Stern’s Christopher Rossbach on when stars align
Fund manager Christopher Rossbach talks about the opportunities his team is exploiting in the global economy to achieve growth
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Track to the Future – with Fidante’s Adam Brown
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit