Midterms poised to make muted impact on markets
Post-election equity bounce less likely to materialise amid gloomy macroeconomic outlook
Author: Cherry Reynard
-
-
India offers investors upside surprise but it does come at a premium
Gloomy expectations of how the country would cope with Covid and its aftermath have proved unwarranted
-
Bond market expectations at odds with Federal Reserve plans
Mixed signals muddy the outlook but a glimmer of optimism remains
-
Markets remain on high alert despite chancellor change-up
UK has some ‘street cred’ with investors but yet another leadership change could prove a tough sell
-
Rathbones’ Jackson: UK economy is more resilient than in 2008/09
Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive
-
The shifting landscape of renewable energy
The Ukraine crisis looks to have exposed the naivety of energy policy across the globe but could a more robust, better-considered approach now take its place?
-
How much further will equity markets drop?
Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna
-
Infrastructure’s safe haven status on shaky ground
For every 1% increase in the discount rate, investors can expect a decline of between 5.4% and 9.9% in the NAV of these trusts, says Killik
-
All eyes on the Bank of England as sterling weakness ups the ante
UK companies now look exceptionally cheap for dollar-based corporate and private equity buyers
-
What can we read into Terry Smith’s closure of FEET?
Especially in light of the more than 100 funds in the IA Emerging Market sector with worse three-year performance
-
European growth at risk of running out of gas
Russia’s weaponising of fossil fuels could trigger a wave of business closures
-
Is surprise uptick in US consumer confidence a false dawn?
Lower gas prices put small spring in consumers’ steps in August but weaker jobs growth could force households to rein in spending