This review summarises the answers our strategists and portfolio managers provided to the wealth of challenges faced by investors today, incorporating what was presented at the Annual Investment Summit on Wednesday 15 November 2017.
View the full agenda
Wall of worry or slope of hope?
By Andrew Pease
Confessions of a portfolio manager
By David Vickers
Alpha lost and found: Portfolio construction in the 21st century
By Fons Lute and Ronnie Sabel
'Anti-gravity' in multi-asset portfolio
By Tom McDonald
Home straight vs. complex terrains: Cashflow driven investing
By David Rae
Investing for better outcomes: Incorporating ESG
By Will Pearce and Adam Smears
How to make currency risk rewarding
By Ian Battye, Van Luu and Jihan Diolosa
The multiple faces of credit risk
By James Mitchell and Adam Smears
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