Performance numbers starkly demonstrate that active management is a loser‘s game and a significant number of converts have switched their allegiances to passive management in the last decade so why is there still a significant number clinging to active systems?
Could the outcome of the vote have been predicted all along? Maybe so, but even with the referendum behind us the risks of Scottish independence could be here to stay
Regulated utility companies tick the income boxes, plus they are robust and offer inflation protection
Unlocking the huge potential in Asia requires local knowledge, commitment – and deep pockets
The investment landscape remains delicate and challenging - a look at why fixed income needs to be flexible, Asia and Japan will prove strong.
Sarasin fund of funds manager Lucy Walker on her value-driven approach and why she is not afraid to be different
A time-hallowed allocation formula is changing in the present distorted interest rates climate
For those prepared to accept a high degree of risk the rewards from smaller companies can be substantial, but these tend to diminish over time
Square Mile Research
Tracking differences between funds from some big-name providers demonstrates the importance of the right choice for retail investors
‘The team is smarter than the individual,’ says the ClearBridge US equity fund manager
Baillie Gifford has marked itself out from the crowd as it promotes its funds to wealth managers and advisers. Thanks to a relatively easy RDR transition it is able to give equal favour to its open and closed-ended funds
Alliance Trust’s Simon Clements is content to have ‘sin’ stocks in his sustainable portfolios because these are companies that aim to bring a wider benefit to society, such as through energy efficiency, medical advances or profit-sharing among local communities
FS Investment Committee
Our experts appear agreed that this year has not turned out as expected. So how are they approaching its final months?
”We are now five years-plus post-Lehman and a lot of people are already forgetting the lessons”