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Distribution Verve
Distribution Verve: David Miles of J Safra Sarasin Sustainable AM
The current thinking and future plans of heads of distribution at asset management groups
Opinion
Bob Long: A new phase in the evolution of private markets
Semi-liquid evergreen funds have brought down historic barriers to entry for individual investors in the asset class
Mean Reversion Machine
Mean Reversion Machine – GW10: Ven, vidit, vicit
A regular excuse to use fantasy football as a metaphor for portfolio management
Better business
Paul Ilott: Why advisers should stop focusing on income yield
Retirees cannot pay their bills with income yield, but they can using dividend income
Analysis
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
Mean Reversion Machine – GW09: Blank check
Distribution Verve: Ed Poulter of Arcus Investment
Mean Reversion Machine – GW08: Outside the box
Boutique Critique: Merlin Fidelis Emerging Markets
Boutique investment firms – when done right – can offer a distinct ‘edge’, writes Alex Paget
Intelligence briefing
The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder
Paul Ilott: Can multi-asset solve the ‘safe withdrawal rate’ puzzle?
A handful of multi-asset income funds deliver patterns of income that could help address sequencing risk
What does a Takaichi presidency mean for Japan and its markets?
Plenty of challenges still await but the outlook for Japan appears to have strengthened
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
