March 2023 www.portfolio-adviser.com Back with a bang? Buoyed by China’s re-opening, investors may be too quick to dismiss the genuine risks ‘Very occasionally, the world tilts on its axis’ JP Morgan’s Georgina Brittain on seismic events, competitiveness and trusting your gut Page 4 *KIJ KPEQOG YKVJ Taking the reins and ‘Now’s not the time to staying the course FKXGTUKƂECVKQP DWKNV KP overweight equities’ *KIJN[ FKXGTUKƂGF JKIJ KPEQOG How Abby Glennie picked up the small-cap baton from Abrdn veteran Harry Nimmo Pages 16-17 Columbia Threadneedle’s Kelly Prior and Nordea’s Hilde Jenssen go head to head Pages 36-37