Generation next with RBC Bluebay AM’s James Bailey: ‘Being right is not enough’
The portfolio manager on the next phase of the global economy, how skilled managers can get an edge on the machines and the danger of following the crowd
Viewpoints
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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View from the top with SJP’s Justin Onuekwusi: It’s important to be a good communicator
St James’s Place CIO has set about achieving the primary goal of good client outcomes through a relentless focus on transparency, advocacy and clear communication
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Morningstar: Will Labour make the UK more attractive to asset allocators?
The UK has been out of favour for quite some time, but Michael Born says Labour is making investors more optimistic
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Mid Wynd: Is now the rare occasion where timing the market makes sense?
Many high-quality businesses offer a striking buy opportunity that could prove to be short-lived, writes Stephen Tong
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Rathbones: Prepare for the unexpected when America votes
The two candidates offer starkly different routes for the US equity market, says Oliver Jones
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Square Mile: The fund trends driving 2024
The dominance of passive funds shows no signs of stopping, nor do the outflows from UK funds, according to Diane Earnshaw
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AXA’s Iggo: Why the US will keep outperforming
It would be unwise to bet against the US market’s continued dominance, writes Chris Iggo
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Dynamic Planner’s Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton
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Artemis: Emerging markets’ growing appetite for reform
Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf
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Square Mile: US funds steering clear of concentration and political risk
High returns in the US have investors excited, but its highly-concentrated and politically volatile nature have them nervous, writes Ajay Vaid