Philippa Aylmer writes that with UK assets looking attractive relative to the rest of the world and the end of the Omicron wave in sight, it might be easy to dismiss ‘partygate’. However, Stuart Clark, portfolio manager at Quilter Investors warns investors to expect increased volatility in 2022.
The UK’s December CPI figure of 5.4 per cent for the year was higher than expected and reminded Paul Craig, portfolio manager at Quilter Investors of the situation 30 years ago.
Dr Greg B Davies, Head of Behavioural Finance, Oxford Risk writes that the right level of risk for an investor to take depends, to some extent, on that investor’s balance sheet. The more an investor relies on investments to fund their life, the lower their capacity to take risk with that portfolio.
Nick Eatock, CEO of intelliflo writes that sometimes it takes a crisis to press home just how useful a certain tool or strategy can be.
Goldman Sachs Asset Management has published its top investment ideas for 2022 in a report entitled New Challenges, New Opportunities: Eight themes we’re watching.
“The Wei Forward Report”, written by Lord Wei of Shoreditch, the social entrepreneur and Conservative peer, and commissioned by Future Planet Capital, the international impact investment group, sets out how venture capital can provide the solution to harnessing university-originated innovation, enabling a next generation of entrepreneurs to supercharge efforts to solve the biggest problems like climate change, health, educations, and security issues, whilst still delivering profits for investors.
Rathbone Greenbank Investment’s Kate Elliot, head of ethical, sustainable and impact research, has commented on the top three ESG themes for 2022.
Philippa Aylmer writes that between the start of 2021 and mid-October, just over GBP146,000 had been lost to cryptocurrency fraud, according to Action Fraud Fund, the UK’s national reporting centre for fraud and cybercrime.
Henry Biddle and Martin Todd, Sustainable Global Equity Portfolio Managers, at the international business of Federated Hermes write that to do good while doing well through their portfolio, investors should consider broadening financial inclusion as a sustainable investment theme
Julian Howard, Lead Investment Director for Multi Asset Solutions, GAM Investments writes that in the famous café scene of 1995 thriller Heat Robert De Niro’s bank robber Neil McCauley faces off with Al Pacino’s obsessive cop Vincent Hanna.
Three-quarters of institutional investors say they may divest from companies with poor environmental track records
A burgeoning number of institutional investors around the world are placing greater emphasis on ESG performance in their decision-making and 74 per cent are now more likely to divest from companies with poor ESG track records.
Bill Nixon, Managing Partner at Maven Capital Partners writes that there has probably never been a better time to invest in VCTs.