Refinitiv Lipper
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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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Dewi John: EM entry points call for careful consideration
The difficulty of determining where emerging markets’ next round of outperformance will come from militates in favour of broader-based portfolios
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Storm warning as money pours out of UK equities
As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector
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Dewi John: Is ESG alpha the modern phlogiston?
Search for ESG alpha reminiscent of chemists of bygone ages hunting for phlogiston and aether
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Dewi John: Britain’s squeezed middle … caps
Mid-sized UK stocks have performed more in line with Europe’s down and out larger companies
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Dewi John: Value vs growth debate needs healthy dose of scepticism
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
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Dewi John: Are UK equities finally due a comeback?
Few have noticed but a case can be made for UK equity funds that has not been possible for more than a decade
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Revealed: All the winners of the 2022 UK Refinitiv Lipper Fund Awards
Mercer and Nomura AM join Chelsea Financial Services and Goldman Sachs AM among group winners
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Dewi John: What does ‘good’ look like?
In a world where ill-founded opinion vies for airtime with well-grounded research, it is more important than ever to be able to pinpoint the latter
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Dewi John: Wake up and smell the infrastructure
Inflation prospects and climate change are key factors underpinning the investment case for infrastructure
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Dewi John: The best and worst of times in 2021
Which sectors returned the most, lost the most – and what, if anything, this intimates for the coming year
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