Mirabaud: Investors need to rethink the energy sector
John Plassard, senior investment specialist, lays out his thoughts
Investment Strategy
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US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
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WisdomTree unveils first European defence ETF
Defence and security ‘underrepresented in many portfolios’
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Quilter Cheviot: Starmer spending plans to ‘significantly benefit’ defence stocks
These ‘ambitious targets’ have implications for investors
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Mirabaud: Are gold miners a better buy than gold itself?
John Plassard, senior investment specialist at Mirabaud Group, shares some thoughts
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Boxing clever: Alpha generation versus downside protection
Smera Ashraf, head of global wealth – UK at Aviva Investors weighs in on the balancing act
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Pound cost averaging: The ninth wonder of the world
Eric Burns, lead manager of the SDL Free Spirit fund, makes the case for UK equities
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BlackRock: Banks ‘quietly outperform’ amid market volatility
BlackRock analysis estimates banks will return 33% of market cap to shareholders over next three years
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
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AQR rolls out multi-strategy alternatives fund
AQR Apex Ucits fund will invest in a range of lowly correlated sub-strategies
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie