The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in
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Author: Cherry Reynard
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Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
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Corporate bonds – high yield or investment grade?
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double
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Lowen and Beagles: The secret to our (long-term) success
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
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UK investors ponder a small-cap comeback
But good news/bad news economic data muddies the waters
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Tech firms take a toll on US earnings season
‘Weak outlooks from prominent bell-weather companies are a red flag that should not be ignored’
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Favourable fourth quarter belies rocky road facing the US
One problem area could determine when the Fed will rein in its rate rises
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Rising inflation brings Japan back into focus for investors
Yen weakness has masked relatively robust outlook for corporate earnings
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Is January’s market rally a good omen or a false dawn?
Not since 1948 has the market bottomed before a recession even got started
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Investors rediscover charms of US equity income
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
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Stronger sterling could cast unflattering light on FTSE 100 firms
Weakness against the dollar boosted earnings for equity investors in 2022
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Tightly wound Chinese economy poised to spring back into action
But easing of restrictions could open the Covid floodgates or heap more misery on global inflation woes