Talking Point

News and analysis for advisers on business critical issues, brought to you by FTAdviser and Schroders.

The outlook for emerging markets after the pandemic

The outlook for emerging markets after the pandemic

US debt stand-off likely to mean more market volatility

US debt stand-off likely to mean more market volatility

Why are big tech shares selling off?

Why are big tech shares selling off?

Investing in European equities

Investing in European equities

Stable politics will be crucial for European equities

European central bank decision has no impact on equities

Advisers evenly split on value of European equity funds

The US market is likely to outperform the Eurozone this year

Highlights

Why your clients should have less in emerging markets for the long-term

Why your clients should have less in emerging markets for the long-term

Advisers prefer to get EM exposure via direct funds

Advisers prefer to get EM exposure via direct funds

Clients will need to think differently if higher inflation comes

Clients will need to think differently if higher inflation comes

How to find value in global equities at a time of radical change

How to find value in global equities at a time of radical change

Why China worries shouldn’t cause clients to change course

Why China worries shouldn’t cause clients to change course

More

Emerging market shares could struggle

The role of alternative assets in a portfolio

Absolute return funds are correlated with other asset classes

Gresham House raises extra £100m for energy storage fund

Majority of advisers see role for alternative assets in portfolios

Higher inflation likely to boost appeal of alternative assets

How to avoid investing in ESG bubbles

What does the future hold for US equities?

Advisers expect US equities to continue to outperform

Why inflation doesn’t have to be bad for US equities