Or do recent outflows suggest the asset class is ‘collateral damage’ in the rush to passive fixed income?
The difficulty of determining where emerging markets’ next round of outperformance will come from militates in favour of broader-based portfolios
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
Search for ESG alpha reminiscent of chemists of bygone ages hunting for phlogiston and aether
Mid-sized UK stocks have performed more in line with Europe’s down and out larger companies
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
Few have noticed but a case can be made for UK equity funds that has not been possible for more than a decade
Mercer and Nomura AM join Chelsea Financial Services and Goldman Sachs AM among group winners
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
Inflation prospects and climate change are key factors underpinning the investment case for infrastructure
Which sectors returned the most, lost the most – and what, if anything, this intimates for the coming year