Generation next with Rob Strachan: ‘Be curious’
The Evenlode analyst discusses translating life experience and a study of the ‘loose forces’ of history into a holistic investment philosophy
Analysis
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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Square Mile’s fund selector: IA Global funds to watch
Ajay Vaid, a senior investment research analyst at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Global markets fall as Trump tariffs spark trade war concerns
Equity markets have fallen in the wake of US tariffs on China, Canada and Mexico
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Baillie Gifford drops sustainable tag from £159m monthly income fund
The strategy has been renamed the Baillie Gifford Monthly Income fund
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ECB cuts interest rates to 2.75% as central banks diverge
Follows the Federal Reserve’s decision to hold the Fed Funds rate at 4.25-4.5%
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
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US bond market to ‘stay under pressure’ as US Federal Reserve holds rates
The decision to hold interest rates at 4.25-4.5% comes one week after US President Trump demanded a rate cut
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Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
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Alger’s Chung: Why we’re eyeing European expansion
CEO and CIO reflects on Alger’s 60th anniversary and plans to grow the firm’s client base in Europe
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Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds