Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
Analysis
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Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
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EY: Investors display ‘worrying level of apathy’ to ESG
92% of investors argue it is not worth sacrificing short-term performance for the longer-term ESG investments, according to an EY survey
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Analysis: Is the gold party about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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Analysis: Do performance tools really measure up?
Tools have made life easier for advisers selecting and running MPS on their platforms, but what about measuring MPS performance more broadly?
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Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
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MPS: Smaller-value clients face restricted access
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
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Analysis: Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Chancellor to unveil plans to merge local government pensions into ‘mega funds’
Reforms will see the £360bn of assets in 86 local government pension schemes pooled into eight ‘mega funds’
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Head to head: US small caps, big growth
Neil Birrell of Premier Miton and Artemis’s Olivia Micklem debate the merits of investing in US small caps
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As dust settles from Autumn Budget, how will UK markets fare?
Commentators analyse the effect of AIM stock tax and raising gilt yields on UK markets
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Analysis: Bond market scepticism on Trump victory
Fears president-elect’s policies will be inflationary