Too early to jump into ESG with both feet
Its influence is growing but diversification remains vital, says one investment manager
Multi Asset
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Advisers swerve complex investments
Many products launched in the wake of the financial crisis have struggled to compete
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Performance rollercoaster a good sign for active investors?
‘Default timeframes are clearly too short to evaluate managers with any degree of confidence, and differentiate luck from skill’
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Cash level rise even as inflation bites
But it could help investors stay ‘on the front foot’ and take advantage of arising opportunities
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Fraction of funds consistently deliver top quartile returns
Newly created IA India/Indian Subcontinent sector was the top performer during Q3
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When style goes out of fashion
Labels such as value, growth and quality lack nuance
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What do ‘normalising’ conditions mean for cyclicals?
Softer growth and US monetary policy reversion to create weaker environment for some sectors
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Traditional sectors not out for the count yet
Even though thematic ESG strategies are resonating more with investors
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Is it America’s time to shine?
Pictet warms to the US but has downgraded its outlook on one Far East country
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Pound in your pocket just got lighter
After inflation hits record 3.2% in August
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EM growth set to overtake developed markets?
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns
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Equities ditched as managers expect dramatic profit drop
‘The risk/reward profile looks less compelling’