Investment Strategy
North America | 9 Dec 16
Analysis: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
Investment | 9 Dec 16
Greater diversification needed for 2017, says Kleinwort Hambros
Investors should diversify their portfolios as broadly as possible in order to protect against fresh risks in the economy throughout 2017, Kleinwort Hambros has said.
Investment | 7 Dec 16
ANALYSIS: Time to put an end to rip-off passive funds
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
Investment | 6 Dec 16
ANALYSIS: Is nimble the new cautious?
2016 has left a lot of investors wrong-footed, but if recent multi-asset moves are anything to go by, managers are looking to be increasingly fleet footed in 2017 to avoid being left flat on their backs.
Investment | 5 Dec 16
Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?