An investment portfolio today should consist predominantly of US assets. Impact investing is sustainable investing 2.0 and long duration assets continue to struggle. That is
Portfolio Day: 'Shareholder interests best served in US'
Quintet still sees long term quality in tech stocks
Quintet Private Bank sees “significant long-term opportunities” in a world that has experienced multiple ‘black-swan’ type events – Covid-19, the invasion of Ukraine and a
A rerun of the 1970s requires a profound rethink
It’s not difficult to compare today’s era to the 1970s. An energy crisis, a hot war, a cold war, persistent inflation, soaring interest rates, rising house prices. Even Abba, with its flared trousers, is performing again, albeit as a hologram. For investors, a rerun of the 1970s would require a profound rethink.
Britain's Warren Buffett: 'Doing nothing is hard'
British asset manager Fundsmith follows a simple strategy: invest in strong companies, don't pay too much and then keep them in the portfolio, preferably forever
Top 5: US equity funds risk-adjusted
Over the past five years, US equities have shown superior performance. Measured over the five years ending May 2022, the S&P 500 index achieved an
Top 5: Chinese bond funds: HSBC GIF RMB in the lead
Chinese bonds have defied the general negative trend in bond and credit markets this year until recently, but ended May with heavy losses. Three Chinese
As yields rise, interest in Euro government bonds picks up
As yields increase, several fund houses have recently bought European government bonds, following the 'huge sell-off' in this market. In the meantime, commodities should ease
Top 5: Ruffer leads Global Neutral Allocation Mix Funds
The neutral mixed fund portfolio consisting of 50 percent equities and 50 percent bonds remains popular despite year-to-date losses. The Morningstar EUR Moderate Allocation -
Top-5: the largest Article 9 ‘dark green’ impact funds
The introduction of the EU Sustainable Finance Disclosure Regulation should enable investors to better assess investment funds on their sustainability merits. The framework divides the
Fossil fuels: ‘reports of my death are greatly exaggerated’
Despite a wider uptake of alternative energy, fossil fuels like natural gas, oil and coal are here to stay for the next decades and the