Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
Author: Cherry Reynard
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Fund manager profile: Jupiter’s Adrian Gosden on why the tide is turning
A move to Jupiter in January to manage its UK equity team was fortuitous timing as investors start to reassess the value found in the UK market
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Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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Fund manager profile: J. Stern’s Christopher Rossbach on when stars align
Fund manager Christopher Rossbach talks about the opportunities his team is exploiting in the global economy to achieve growth
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Are fixed income funds the panacea, or are they too expensive?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
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Fund manager profile: BlackRock’s Tom Holl on his transition mission
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl
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Interest rates: Tough decisions ahead for central banks
Will the Federal Reserve and Bank of England agree to more interest rate cuts when they meet again this week?
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How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
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Is it finally time for UK commercial property to shine?
Consolidation and falling interest rates could spell positive news for the sector
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Fund manager profile: Impax AM’s Jon Forster, a ‘net-zero hero’
The recent run of weakness in the environmental sector presents a real opportunity for investors who believe in the long-term transition story
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Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error
