HANetf discuss why investments in uranium and nuclear power can be an appealing investment opportunity
'Climate change doesn't sleep'
After a dismal year for markets, Columbia Threadneedle Investments' William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
ClearBridge Investments expect dire need for infrastructure spending to underpin growth for the next decade and beyond.
"Bonds may no longer offer protection for long holdings in equities, so investors may want to consider systematic macro strategies that seek to go short both equities and bonds when inflation surprises on the high side"
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?