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
A major cause of the energy crisis is the lack of investment into renewables on the vast scale required, says LGIM's Nick Stansbury