FundCalibre: Infrastructure is on the comeback
‘Clear signs of a fightback’ as monetary policy returns
Viewpoints
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How to maintain income from bonds in a rate cutting world
FIve fixed income professionals give their thoughts
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Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
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Knacke’s money maps: Shine on?
In his monthly column, Ernst Knacke, head of research at Shard Capital, looks at whether gold is overvalued
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Martin Currie’s Osmani: How to find true value in the world’s growthiest megatrends
Three megatrends are shaping the future of markets, but capuring value in them requires more than blindly following the herd
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Kepler: Finding alternative plays on the AI story in Asia
With so much of the AI story focused on the US, Ryan Lightfoot-Aminoff examines the overlooked alternatives in Asia
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Generation next with Sarasin & Partners’ Tom Kynge: People skills are key
The portfolio manager on why in a world of rising geopolitical tension, understanding human behaviour is more important than ever
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Mirabaud: Jumbo rate cuts call for neutral duration
Andrew Lake examines the speed and tragectory of the cutting cycle set in motion by the Fed last week and what it means for fixed income
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Building foundations: Rethinking financial risk in the European real estate sector
The sector’s debt is unsustainable, yet it is being labelled as low credit risk, writes Neuberger Berman’s Usson
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IQ-EQ’s Bagshaw: The asset management industry must do more to fuel female success
Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion
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WTW’s Gray: How to strike a balance between concentration and diversification
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
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Mind Money: Are emerging markets poised for a comeback?
Emerging markets have been long criticised by scorned investors, but a potential boom in commodity prices could change the playbook, writes Julia Khandoshko