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Key stocks in my portfolio have risen by an average 35 per cent this year
The push by fund managers for decarbonisation and social responsibility is primarily an equity market phenomenon
Is the smart money still on smart beta?
Adding an ethical tilt to a portfolio may not necessarily lead to better returns
Lacking a uniform definition, fund providers are using considerable latitude when attaching the smart beta label
Shortcomings of focused funds are often exposed in adverse market conditions
Adherents of factor investing feel the sting from a long run of underperformance
Low yields and inflationary pressure are forcing a strategic rethink as investors consider value and quality
Strategy of focusing on unloved shares has endured a tough run since the 2008 crash
Higher cost smart beta funds providing slight factor tilts are often outshone by cheaper ETFs
Short-term cash and exposure to foodstuffs and oil could help, but betting on gold looks risky
Gas crisis and impact of simmering planet now having direct effect on asset allocation decisions
More cautious mood sinking into markets as economic optimism fades
While equities remain strong, fears grow about the bull run ending
Money managers seek to protect double-digit gains as Delta variant and slowing global growth temper expectations
Appointment highlights rising importance of private investments to managers of large pools of capital
More pension plans, endowments and foundations are handing the reins to external money managers
ECB policy changes add to shift in investor sentiment as corporate earnings recover
Despite rush by investors, valuations are not overextended
US inflation accelerated unexpectedly in June and is challenging the view that it will be temporary
Benchmark providers seek to capture the performance of the entire market, from bonds and equities to private assets
Their massive long-term outperformance occurred despite world wars, the Depression and the global financial crisis
A genuine asset has a residual value — but it’s impossible to judge what a collectible is worth
Some managers attribute divergence with equity vehicles to concern about lofty stock valuations
Pace of flows, if sustained through 2021, will surpass past two decades combined
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