Economy
Baillie Gifford expands into 'robust and exciting' advisory sector for first time
'People need more advice'
Are infrastructure stocks really 'bond proxies'?
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
2019: The year of the boutique?
The current industry debate seems to finally be moving on from focusing on active versus passive with investors turning their attention to what is truly active investing and where to find it?
Scottish Mortgage celebrates success from unquoteds but 'true acid test' yet to come
Suffered price drop in Red October
Which currencies and bonds have been punished unfairly in 2018?
Tactical opportunities
The London-Shanghai Stock Connect: Opportunity for UK companies to flourish?
'Symbolic of a deeper Anglo-Sino economic relationship'
What we have learnt about liquidity over the past decade
Lessons from the global financial crisis
Five ways Guild of Investment Managers is seeking to change industry's 'male, pale and stale' reputation
Changing the face of investment
Bond managers take action to tackle risks from scandal-hit LIBOR phase-out
Will no longer be published from 2021
Smithson's record-breaking IPO shows 'cult of the star manager remains alive'
Largest trust IPO on record
Investec's Mundy: I would say we are only half way through the global financial crisis
Staunch value investor
Mobius: 'Why we are excited by the current state of the markets'
New investment trust set to list on 1 October
Preparing to bunker down or full steam ahead? Part II
How multi-managers are allocating portfolios
Is there still an investment case for 'lacklustre' precious metals?
A lacklustre performance by gold and silver prices this year, despite multiple ongoing geopolitical issues, has renewed questions about the relevance of precious metals as a major investment class.
How much of a threat is regulation to the Chinese technology sector?
Chinese internet companies seen stellar earnings expansion
What can strengthen the case for emerging markets?
One of the biggest concerns for emerging markets investors will always be political risk. The relative stability of developed markets in Europe and North America - although notably even that cannot be taken for granted right now either - is not a luxury...
Majority of retail investors rate sustainable investments but education still a barrier
Dearth of information
How the US is fighting the war on liquidity
Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.
It's time to 'learn to live with macro headwinds' in UK equities
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
Capitalising on change
Industry Voice: Identifying beneficiaries of corporate change is a key part of Fidelity Global Special Situations Fund Manager Jeremy Podger's three-pronged investment approach. He reviews the current pipeline of corporate actions across the globe and...
'A lot to look forward to' for EM investors after a 'dismal' eight months
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Kames' Wells: My shopping list is ready to take advantage of market opportunities
The economic recovery is long in the tooth and the rate of growth is slowing.
7IM's Jack Turner on the events that could threaten the Topix
Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.
UK inflation sees first rise since November to 2.5%
Helped by rising oil price
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