September 2017

Yields have failed to rise in line with expectations, but bonds remain a crucial asset class for any investor building a yield-generating portfolio.

Fiona_RintoulAs well as directing his wife to put 90% of her bequest into a low-cost index fund that tracks the S&P 500 when he dies, Warren Buffett allegedly used to get investment ideas by watching what she spent money on in shops.

Meadow_flowersAsset management’s complex fees have come under fire for years. Will anything be done to simplify them, and is it a good idea anyway? By Catherine Lafferty.

Mike_OBrienJP Morgan Asset Management revealed in march it will enter the Europe smart beta ETF market. Mike O’Brien, Emea CEO, tells Nick Fitzpatrick that factor investing will be a part of all portfolios in ten years’ time.

Measuring_tapeShould fund performance be measured against smart beta indices? Mark Latham asks a range of experts.

As socially responsible investment rises up the agenda, our panel of experts discusses the state of the sector, the evolution of ESG standards and future trends.

Richard-GarlandIn Europe, assets from advisers should match those from institutions, says Investec’s Richard Garland. He tells George Mitton how to make it happen.

FishRetail money is flowing back into emerging markets, China’s debt may just be welfare by another name and Trump is a concern, writes Fiona Rintoul.

Rio_de_JaneiroIts stock market rocketed last year, but Brazil is dogged by problems and should be viewed with caution, says Neville Shaw of Mirabaud Asset Management. 

Russian_forestThere is a potential 35% upside for Russian equities in the next 12 months, argues Tim McCarthy of VTB Capital Investment Management.

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