Four views: Diversifying the diversifiers
Portfolio Adviser asks four experts to share what they expect will be the most attractive diversifiers for the year ahead
Viewpoints
-
-
Janus Henderson: The UK stocks outpacing the magnificent seven
British retailers, banks and tobacco companies have beaten the US tech giants despite their old-school nature, writes David Smith
-
Morningstar: What the public-private convergence means for advisers
Advisers have a lot to consider as private assets become an increasing portion of clients’ portfolios, writes Nicolo Bragazza
-
View from the top with Nedgroup’s Tom Caddick
The managing director on why one of the firm’s key priorities for this year is ‘developing our voice and what we stand for’ – ‘authenticity and putting people first’
-
Markets await clarity as China walks a stimulus tightrope
China must prioritise reviving economic activity, or risks a deflationary trajectory reminiscent of Japan’s lost decades
-
Chikara: It’s time to re-visit ‘undervalued and overlooked’ Japanese small caps
Small caps lagged in the Japan rally, but now offer some of the highest re-rate potential, writes Theo Wyld
-
FundCalibre: The shifting fortunes of emerging market giants
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
-
Candriam’s Niven: How bond investors can thrive in volatile fixed income markets
Bond markets have become more volatile in recent years, but there are opportunities for dynamic investors, writes Jamie Niven
-
LTAFs and Consumer Duty are treading a precarious tightrope
Fund managers are playing a balancing act between simplicity and sophistication as they cater to both retail and institutional investors
-
Four views: Will credit markets be stronger for longer?
Portfolio Adviser asks experts if 2025 is going to be another good year for credit markets or if the positive momentum has largely played out
-
Why the FCA’s CCI overhaul will fundamentally reshape disclosure
The changes will have ‘significant implications’ on how distributors present fund information, writes Helen Slater
-
Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett