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Distribution Verve
Distribution Verve: Anthony Pickering of RBC BlueBay
The current thinking and future plans of heads of distribution at asset management groups
Analysis
Tom Grady: Why trade tariffs should not matter to investors
The implications of Donald Trump’s tariffs fall into the bucket marked ‘important but impossible to predict'
Absolute Insight: Cutting through the noise around absolute return
Absolute return is essential for the new investment reality, writes Ian Willings
Opinion
Tariffying prospect
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns
Has the tide turned for European equities?
Three factors should help narrow European equities’ long-term performance gap with their US counterparts, writes Greg Clerkson
Distribution Verve: Dan Churchouse of Federated Hermes
Andy Parsons: Be sure to look under the bonnet
What criteria are advisers using to help select DFMs and MPS solutions? Andy Parsons takes a closer look
Better business
Trilliam Jeong: Turn adviser retention into a competitive advantage
In an industry built on relationships, adviser attrition is more than just an HR issue
Andy Parsons: What’s in a name – or number?
Surely a portfolio’s name should offer a reasonable indication of where it sits in the market, argues Andy Parsons
Distribution Verve: Jamie Hayes of Nordea Asset Management
Wind-up merchant
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues
Ben Peele: It takes two to dance the tailored MPS tango
‘Insourced’ portfolios will only evolve and develop in the right way if advisers fully engage with the process
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
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