June 2023 www.portfolio-adviser.com Missing, presumed ‘dud’ Why investors should be taking a second look at UK equities ‘In some ways, we How investment-grade High income with are like a collective bonds are enjoying of successful boutiques’ a second wind diversification built in. Targeting balanced exposure to the shift from fossil fuels Schroder Global Energy Transition’s Mark Lacey wants sustainable businesses with a clear path to profitability Pages 14-15 Highly diversified high income Robeco UK head Peter Walsh discusses thematic investing and building the local brand of an asset management giant Pages 28-31 Emma Moriarty of CG Asset Management and Rathbones’ Stuart Chilvers on the renewed appeal of corporate bonds Pages 32-33
Portfolio Adviser Portfolio Adviser Magazine June 2023: Cover
