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Analysis
Andy Parsons: Spot the difference
Why would advisers focus on different qualities when assessing MPS and multi-asset portfolios?
Distribution Verve
Distribution Verve: Chris Nicholas of Fiera Capital
The current thinking and future plans of heads of distribution at asset management groups
Justin Urquhart Stewart: Confidence – trick or treat?
If the global economy almost defies rational analysis, try looking more locally instead
Distribution Verve: Malcolm Arthur of Spring Capital
Distribution Verve: Nataline Terry of T Rowe Price
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading
Alison Shimada: Welcome to the tipping point for ‘Emerging Markets 2.0’
Why the decade-long relative underperformance of emerging markets looks set to reverse
Justin Urquhart Stewart: From ‘new broom’ to ‘Sorcerer’s Apprentice’
Trump was right to address economic complacency but now is the time for calm and clarity to prevail
Absolute Insight: A timely diversifier amid the market turmoil
April’s asset-price volatility was a reminder of the potential of absolute return, writes Ian Willings
Jeffrey Palma: A 10-year view on bonds, equities and real assets
Expected returns for the next decade amid elevated inflation and resilient global growth
Andy Parsons: Active or passive? That is the question
Data analysis can raise as many questions as it answers but even then, says Andy Parsons, good data can help
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
Better business
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit
