Head to head: Pedal to the metal
This month, Ned Naylor-Leyland of Jupiter and Orbis Investments’ Alec Cutler go head to head on gold exposure
Analysis
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Turning point: Have growth stocks finally had their day?
However, growth versus value argument is not as clear cut as it once was
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Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
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Have rate cut expectations already gone too far?
Investors have been piling into fixed income
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Look, but don’t touch: Do investment apps encourage money movement?
SJP’s Wiggins: ‘Much like we might limit our child’s screen time, most investors should do the same with their investment apps’
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How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Are decumulation strategies fit for purpose?
Experts weigh in on whether the advice industry is getting it right
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Sector in review: IA North America
Adam Lewis looks at whether investors should be placing their faith in US companies
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Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry predicts effect of Labour majority on UK equities and gilts
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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time