Inflation, hefty performance gap, widespread style drift
We continue to expect volatility in financial markets to rise substantially at some point.
Senior fund managers and economists discuss biggest headwinds and tailwinds
'Massive dispersions' between equity market returns
'Growth versus value' debate
Growth managers have become more entrenched in their investment bias over the past year
Global equities have delivered ample volatility, but very little return for investors so far this year.
Investment Conundrums: Heartwood's Graham Bishop on recessionary warning signs and 'boiling frog' syndrome
Predicts US leading downturn in late 2019
Tilting portfolio towards value