Four-part Big Question special
Second instalment of series
Spent six years at Ruffer
Ceremony on 29 November
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.
Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
Joining as partner
Uncertainty about what Trump may do
As 2017 approaches, sustainable investment is high on the agenda for many fund managers and experts. Here, they reveal which areas will make headlines and how they will gain exposure to them within their portfolios.
Worked at Quilter Cheviot since 1999
The Trump card was once seen as a joker in the presidential election pack. But the possibility of him being elected is now being taken seriously around the world and from an investment perspective that clearly generates some anxiety.
It is easy to forget it took three attempts to finally get Britain into the EU in 1973, and none of them was preceded by a referendum, writes James Horniman, partner at James Hambro & Partners.
Managers stand firm as panic-selling continues
From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.
THE BIG QUESTION