The world in 2020 roundtable: the big mistake investors must avoid
In this video, we discuss which equity markets offer the most attractive returns, where the smart money is going and the biggest mistakes investors could make this year. There is also a warning about soaring demand in an area of the market, which runs the risk of evolving into something akin to the 1999-style tech bubble. The film, which was chaired by Wealth Manager online editor Dylan Lobo, features: Richard Carter: head of fixed interest research, Quilter Julian Chillingworth: chief investment officer, Rathbones Rory McPherson: head of investment strategy, Psigma Investment Management Will Hobbs: chief investment officer, Barclays Investment Solutions
The world in 2020 roundtable: the yield battle in bonds
With bond yields close to multi-year lows and likely to remain low for the foreseeable future, where should fixed income investors go to find yield and how much risk should they be taking? The film, which was chaired by Wealth Manager online editor Dylan Lobo, features: Richard Carter: head of fixed interest research, Quilter Julian Chillingworth: chief investment officer, Rathbones Rory McPherson: head of investment strategy, Psigma Investment Management Will Hobbs: chief investment officer, Barclays Investment Solutions
The world in 2020 roundtable: ‘I’ll be delighted to get CPI plus three’
While there were many reasons to fret in 2019, equities shrugged off worries to deliver yet another positive year. But with the bull market now in its tenth year, for how much longer can this continue. And as recession fears mount, is now the time to sell? The film, which was chaired by Wealth Manager online editor Dylan Lobo, features: Richard Carter: head of fixed interest research, Quilter Julian Chillingworth: chief investment officer, Rathbones Rory McPherson: head of investment strategy, Psigma Investment Management Will Hobbs: chief investment officer, Barclays Investment Solutions
Why portfolio managers are hoarding cash
Loukia Gyftopoulou lgyftopoulou@citywire.co.uk
With around $15tn of government bonds globally on a negative yield, the safe-haven of cash remains alluring
Will the passive flows cascade into a new decade?
David Cox
Black swans 2020
With fear of recession in the air, ongoing uncertainty surrounding the upcoming US election cycle, and heightened tensions in the Middle East, the year ahead is fraught with danger. By Eleanor Mahmoud
Is value poised for a comeback?
After a decade of underperformance, value’s recent resurgence has some of the industry’s biggest names proclaiming it might be poised for a comeback. By Robert Maharajh
Can ESG investing continue to grow?
Valentina Romeo vromeo@citywire.co.uk
Environmental, social and governance investing was the key theme of 2019, but can the sector maintain its allure as longer-term track records kick in?
Emerging markets: selectivity is the key
It pays to look at emerging markets on a case-by-case basis, writes Andrew Manners
The bond conundrum
Do government bonds still have a place in active portfolios when real returns are negative? Robert Maharajh reports
Have the US tech giants had their day?
The so-called Fanmags continue to lead global returns, but is their dominance drawing to a close? Andrew Manners investigates
Will European equities remain unloved in 2020?
John Schaffer jschaffer@citywire.co.uk
The real Brexit battle has only just begun
Dave Campbell dcampbell@citywire.co.uk
The UK finally has a stable government, but the true cost of leaving the EU remains intangible
Investing in 2020: The big calls
The (mispriced) risks that all asset allocators are facing
Rob Kyprianou Chair of Eurobank Cyprus and chair of Polar Capital Global Financials Trust
Wealth managers bet on post-Brexit bonanza
Robin Amos ramos@citywire.co.uk
Readers are taking UK equities to record levels for 2020, our exclusive survey reveals
A new initiative for a new decade
James Phillipps Editor, Wealth Manager jphillipps@citywire.co.uk
Valentina Romeo Managing editor vromeo@citywire.co.uk
