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Analysis
Michaël Nizard: France’s rating cut implies no clear path to debt stabilisation
Fitch’s downgrade may be symbolic but political crisis means sanction is set to last
Mean Reversion Machine
Mean Reversion Machine – GW04: Norwegian blue
A regular excuse to use fantasy football as a metaphor for portfolio management
Mean Reversion Machine – GW03: Wirtz-case scenario
Mean Reversion Machine – GW02: Schadenfreude and sneering
Mean Reversion Machine – GW01: Machine learnings
Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget
Absolute Insight: Beneath the surface of the pod shops’ rise
The US multi-strategy giants are booming but, asks Ian Willings, are they really an absolute-return panacea?
Opinion
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia
John Ewart: Emerging markets can be anchors of growth in a shifting world
Focusing on stocks delivering strong returns on equity, cash generation and profit growth is key
Peter Wasko: Understanding markets in times of conflict
After last month’s strikes on Iranian nuclear facilities, future US military intervention is harder to rule out
Distribution Verve
Distribution Verve: Christopher Cade of Sarasin & Partners
The current thinking and future plans of heads of distribution at asset management groups
Alex Davies: Private assets deserve the spotlight
The barriers to investing in private markets have come down and will continue to fall
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
