Is it time to buy the dip in commodities markets?
Some investors see opportunity amid the volatility
Author: Cherry Reynard
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Investors growing more sceptical of Fed’s hawkish tone despite sticky inflation
Experts say financial conditions are already tight and summer rate cuts are on the cards
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Abrdn’s Abbie Glennie: Trust in the process
A ‘clear process’ helped the fund manager navigate the tough market conditions of 2022
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There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing
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Credit Suisse demise and banking turmoil throw monetary policy picture into doubt
Investors left unsure of the Fed’s plans for the coming months
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Why a relief rally in European equities could become much more
There is a long tail of undervalued small- and mid-cap companies in the region
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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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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’