Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
We ran some questions past Ian Lance, co-fund manager of Temple Bar Investment Trust
The Fidelity Asian Values portfolio manager answers our questions
Lessons from a decade and-a-half of managing funds
A year after Liz Truss’s ill-fated mini-budget sent the bond market into a tailspin, experts give their view on the role gilts have to play in portfolios going forward
Mike Della Vedova of T Rowe Price and Iboss’s Chris Metcalfe on whether they’re embracing sterling high-yield bonds in their portfolios or giving them a wide berth
Cautious multi-asset funds have been hit by outflows so far this year, says Square Mile Research’s Charlie McCann, while investors opting for riskier options are sitting pretty
Portfolio Adviser speaks to James Mahon, co-manager of the £259m Church House Tenax Absolute Return Strategies Fund
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
The Fed’s job of squeezing inflation down to 2% recently became harder
We quizzed Gries on his path to managing an investment trust, the trust’s strategy and the trends he is targeting
One area of the market is still being overlooked