Quality investing means buying and holding a portfolio of quality companies. In Part I of our recent White Paper on the subject, we look at the reasons and influences behind quality stocks’ performance. One of the explanations comes from the area of behavioural psychology. The behavioural biases of the ‘average’ investor can drive performance patterns that create opportunities for more rational and astute market participants.
In the Clash of the major central banks, who will cut interest rates first and when? We share our views.
It feels like the investment world is divided into two camps at the moment. Are you a quality/growth investor or a value investor? You’re one or the other, so pick your team. And that’s as true in the UK equities market as anywhere else, right now.
A common perception about China is that understanding of ESG is rudimentary. That may have been true in the past. But it's not what we're seeing today.
In the quest for quality income, Europe potentially stands out. We spotlight three companies we think make the grade.
2020 saw returns of almost 9% from sterling Investment Grade bonds. This was quite a turnaround from March of last year, when coronavirus fears peaked and performance was the weakest since the global financial crisis. But with bond yields now close to 10-year lows, where do we go from here?
Read about our latest review and find out why we've added global infrastructure.
Investing in the right active strategy will be key as momentum for China’s V-shaped rebound moderates once the rest of the world recovers and Beijing normalises policy.
With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.
Right now, the investment industry feels awash with ESG – environmental, social and governance – messaging, products and services. But how can investors distinguish between asset managers with a truly integrated ESG approach and those with only limited capabilities?
Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.
The list of companies making deep pledges on the environment is growing longer by the day. About one-quarter of Fortune 500 businesses now have carbon-neutral targets, with heavyweights such as Danone, Unilever and Vodafone leading the European charge.
Our summary of developments in emerging market debt in March 2024 and outlook.
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
Amanda Young describes four big sustainability trends that will shape the way people invest for decades to come.
Multi-asset fund or managed portfolio service? We explore the key considerations.
Financial conditions are likely to tighten further in the coming months. Here are 3 ways this may change asset selection.
Asia holds significant potential for long-term investors and the region is expected to outperform the US once the Fed starts cutting rates. Here’s why…
Following the Covid-19 pandemic, the ways in which we interact, work, and do business have changed. This digital revolution is defining how clients engage with advisers and has impacted adviser business models. Progressively more adviser businesses are looking to systemise their processes and client engagements with the aim of increasing productivity, reducing risk, and successfully delivering a range of client services.
Why size isn’t everything as Thomas Watts discusses the opportunities smaller companies offer.