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’
Author: Cherry Reynard
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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
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David Taylor: We stand out from large cap-focused crowd
But aversion to FTSE 100 names means the Chelverton UK Equity Income Fund has taken a bruising of late
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Robots and gaming to take a bite out of the Faangs
Tech mega caps have had little success as they try to diversify forcing investors to look elsewhere
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UK small caps ripe for recovery
Though, with a recession looming, an entry point will be tough to pinpoint
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Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back
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Are traditional diversifiers about to re-emerge?
Bonds and equities have suffered equally this year, but stabilising interest rates could merit the return of more conventionally balanced portfolios