When the US equity market is so strong, why turn your attention to anything else? Citywire’s head of investment research, Frank Talbot, makes the case for an alternative.
Factor investors claim they avoid the touchy-feely temptations of active folk. But they in turn may not be as rational as they think
There are many qualities that make up a good portfolio manager and what top performers do in their down time can be as important as what happens at work. Head of investment research Frank Talbot takes a look at the most popular hobbies across the board.
Jeff Bezos' latest letter to Amazon shareholders has implications for active fund managers grappling with only half the challenge from low-cost, index-tracking funds.
Windfactor Investment Research analyses the prospects for sectors, strategies and factors.
Regenerative Investment Strategies chief executive Mark D. Sloss explains the origins of sustainable investing and the impact of divestiture.
Can fundamental weighting solve the shortcoming of fixed-income passive funds? Probably not.
How to get the balance between value, income and growth for your investment time horizon.
BlackRock's bold move to swap some active assets to quantitative is not unprecedented.
At first glance, selling down equity positions appears counter-intuitive, but Citywire head of research Frank Talbot finds mixed asset managers are realising the benefits.