Investment

Ben Beaton takes over

Ten key principles

Paper raises difficult questions

Consultation closes in January

The active vs passive investing debate shows no sign of abating and can sometimes seem one-sided. But is there a case for both in your clients’ portfolios and, if so, how do you strike the appropriate balance?

Two types of risk

Rising rates continue to create headwinds for fixed income markets. However, for investors cautious about rates, but seeking higher income, short-dated high yield bonds may be worth a closer look.

Investors should focus on fundamentals, not politics.