Investors would be forgiven for thinking there is nowhere safe to turn – but it’s not all doom and gloom
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
As a low beta, defensive asset class its attractions are not new
Or do recent outflows suggest the asset class is ‘collateral damage’ in the rush to passive fixed income?
At its lows, it was down by slightly more than 10%, the fourth largest drop of the past three decades
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
Investors often view frontier markets as very risky but there is a case for strategically overweighting them in an EM debt portfolio
Dynamic Planner CEO on the potential benefits of the looming legislation and tech’s role in aligning asset managers, advisers and end-investors
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
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?
Four important developments should provide momentum for the asset class
Make full use of diversification to tackle those twin destroyers of value, equity falls and inflation rises