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"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?

The industry is facing challenges but they have been overplayed

Nick Langley, Portfolio Manager at Clearbridge Investments, a specialised investment manager from Franklin Templeton, on the impact of the US Inflation Act, the Ukraine war, and the need for energy security on the opportunity in infrastructure

A credible pathway to net zero must include meaningful action on deforestation and nature, says LGIM's Catherine Ogden

The argument for diversification is unambiguous given the uncertain economic backdrop