Opinion
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How to find quality UK stocks
Investors would be forgiven for thinking there is nowhere safe to turn – but it’s not all doom and gloom
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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Darius McDermott: The multi-dimensional role of infrastructure investing
As a low beta, defensive asset class its attractions are not new
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Dewi John: Has the tide turned against ethical bonds?
Or do recent outflows suggest the asset class is ‘collateral damage’ in the rush to passive fixed income?
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Searching for a clear perspective on the plunging pound
At its lows, it was down by slightly more than 10%, the fourth largest drop of the past three decades
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Kermitted Asset Management: Wash this space – again
At the end of a tough few months, the chairman of the insignificantly-sized investment company Kermitted Asset Management turns to the back pages in search of a little light relief
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Yvette Babb: The underappreciated attractions of frontier market debt
Investors often view frontier markets as very risky but there is a case for strategically overweighting them in an EM debt portfolio
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Ben Goss: The call of (consumer) duty
Dynamic Planner CEO on the potential benefits of the looming legislation and tech’s role in aligning asset managers, advisers and end-investors
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Kermitted Asset Management: We’ll always have Paris, Kyoto, Bali …
The chairman of the insignificantly-sized investment company Kermitted Asset Management is a huge supporter of environmental issues – and he has the airmiles to prove it
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Small mercies: Resilient returns within UK small cap sector
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
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Grace Yan: The rising fortunes of Asia’s small-caps
Four important developments should provide momentum for the asset class
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Adrian Boulding: Seven ways to combat inflation in client portfolios
Make full use of diversification to tackle those twin destroyers of value, equity falls and inflation rises
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