FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
Viewpoints
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Morningstar: Digging deeper for more meaningful investment goals
Investors rarely know their own goals – understanding them on a deeper level helps long-term planning, writes Ryan O. Murphy
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Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
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Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder
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Mind Money: How to adapt to the shifting world economy
Markets are changing and asset managers need to change the way they invest, writes Julia Khandoshko
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The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
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Four views: Future prospects for the weight-loss sector
Portfolio Adviser asks this month’s panel for their views on the future prospects for a healthcare sector that seems to be booming
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View from the top: M&G’s Alex Matcham on people power
Alex Matcham, head of UK wholesale distribution at M&G Investments, discusses what makes a good salesperson and the rise of ‘mega wealth firms’
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Kempen’s Plouvier: How I learned to stop worrying and start loving European banks
Investors have been bruised by European banks, but it is worth re-examining their negative perceptions, writes Luc Plouvier
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Payden & Rygel: Balancing risk and return in frontier markets
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
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Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
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EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim