FundCalibre: Finding the ultimate portfolio diversifier
Commodities will be a crucial diversifier over the long-term despite its volatile performance in recent years, says Darius McDermott
Viewpoints
-
-
Davies: Why the industry’s efforts to embrace diversity keep falling short
Abi Chamberlain discusses how the industry can ask the right questions and use data to drive change
-
Morningstar: August selloff should highlight the importance of portfolio construction
The downturn served as a reminder that diversifying assets are as important as return drivers, writes Nick Stanhope
-
Baron Capital: Investors should be optimistic about US small and mid-caps
History shows us that small and mid-caps often outperform when the Fed lowers rates, says Claudia Pagazani
-
The end of the peace dividend: Preparing for higher defence spending
Governments are upping their defence budgets as geopolitics become ever more problematic, writes FundCalibre’s Darius McDermott
-
First reading of the investment trust bill: What will clearer cost disclosure rules mean?
The bill discussed in the House of Lords today will reshape industry practices, according to these four commentators
-
Liontrust’s Uru and Pleydell-Bouverie: When will we see the elusive return on investment from AI?
Hundreds of billions have been pumped into AI, but when will it start producing profit, ask the Liontrust Global Innovation managers
-
Marlborough’s Sid Lall: Why it pays to take a closer look at UK equities
Investors are tired of hearing about an eventual UK comeback, but there is plenty of reason for opptimism, writes Sid Lall
-
Why ESG investors need to focus more on the ‘G’
Companies fail to deliver on ‘E’ and ‘S’ without the ‘G’, writes EGA’s Steve Barrett
-
Track to the Future – with Sarasin & Partners’ Christopher Cade
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
-
Peter Sleep: What fund managers really mean when they use this jargon
Managers often cover up for their own shortcomings behind technical terms, so it’s important to cut through to their hidden meaning, writes Peter Sleep
-
Trium: Why geopolitics will keep pushing gold prices higher
The gold rally shows no signs of slowing as banks around the globe continue to ramp up buying, writes Tom Roderick