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Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading
Analysis
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
Distribution Verve
Distribution Verve: Anthony Pickering of RBC BlueBay
The current thinking and future plans of heads of distribution at asset management groups
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
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
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
