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Analysis
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
Andy Parsons: Spot the difference
Why would advisers focus on different qualities when assessing MPS and multi-asset portfolios?
Distribution Verve: Chris Nicholas of Fiera Capital
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’
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
