FundCalibre’s McDermott: Anti-obesity drugs will drive healthcare in 2024
Demand for GLP-1 medications is skyrocketing
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Nikko AM’s Williams: What does the future look like for sustainable bonds?
The themes that will be ‘instrumental’ in driving sustainable fixed income flows this year
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Track to the Future – with PGIM’s Matt Shafer & Rob Hall
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the year ahead
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Morningstar: There’s no finish line in sight for Consumer Duty
The race for Consumer Duty has only just begun, writes Morningstar’s Steve Owen
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Square Mile’s Monaghan: Fund picks for a long-term romance
Investors looking for long-term returns could find love at first sight with these five funds, says Square Mile’s John Monaghan
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Treasury Trove: A compelling case for US Treasuries
Longer-dated US Treasuries, often seen as dull, now offer a multitude of opportunities, writes GAM Investments’ Julian Howard
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Will the Year of the Dragon reignite investors’ interest in China?
China has lost $7trn of market capitalisation over the past three years
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Kermitted Asset Management: Baku to the future
The chairman of Kermitted Asset Management has plenty to say about COP29 – it’s just COP28 and all its predecessors where he is a bit hazy
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Dimensional Fund Advisors: Why only 30 of 720 market timing strategies have worked
Trying to time the market can be an expensive mistake
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Fund managers are failing to comply with FCA’s Assessment of Value requirements
Simplify Consulting’s James Wood explains why fee transparency is still not up to scratch
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Parmenion: The changing face of fund research
‘Fund research was unsophisticated in the not so distant past, but improving methods have given investors a better understanding of portfolios’
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie