Favourable fourth quarter belies rocky road facing the US
One problem area could determine when the Fed will rein in its rate rises
One problem area could determine when the Fed will rein in its rate rises
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Yen weakness has masked relatively robust outlook for corporate earnings
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Not since 1948 has the market bottomed before a recession even got started
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JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
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Weakness against the dollar boosted earnings for equity investors in 2022
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But easing of restrictions could open the Covid floodgates or heap more misery on global inflation woes
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But aversion to FTSE 100 names means the Chelverton UK Equity Income Fund has taken a bruising of late
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Tech mega caps have had little success as they try to diversify forcing investors to look elsewhere
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Though, with a recession looming, an entry point will be tough to pinpoint
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After a chastening year, JP Morgan tips an old favourite to come roaring back
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Bonds and equities have suffered equally this year, but stabilising interest rates could merit the return of more conventionally balanced portfolios
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Post-election equity bounce less likely to materialise amid gloomy macroeconomic outlook
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