This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
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?
‘We are facing huge societal challenges,’ warns David Lawrence
The drag of operating with heightened cash is an important consideration, says one fixed income manager
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Stacking the odds in favour of another 50bps rate hike by the Bank of England
Companies have less balance sheet risk than they did heading into the GFC
Peak inflation may have passed but it remains significantly above its 2% target
BoE predicting a milder slump than the GFC but one economist says to prep for a ‘long series of negative pieces of economic news’
Investment company continues slicing equities exposure
Central bank now predicting inflationary peak of 13%
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels