Viewpoints
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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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What lies ahead for markets in the coming months?
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
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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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What do the experts think of UK corporate bonds?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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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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The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
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Rathbones’ Jackson: UK economy is more resilient than in 2008/09
Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive
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Gary Greenberg on ‘riding winners and cutting losers’
Industry know-how is gained with time and by taking some hard knocks along the way, but the lessons learned are invaluable
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BlackRock’s Gallagher: ‘I love making investment trusts still relevant’
BlackRock head of investment trusts Melissa Gallagher talks about the suitability of closed-ended funds for holding alternative assets, the crucial role of boards and ensuring trusts remain relevant
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Lessons learned: John Bennett on why ‘investing is not a religion’
Janus Henderson’s director of European equities warns against making binary calls
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What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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