Eye-watering US rate rises still to come as peak inflation proves elusive
April US CPI drop was ‘never going to be the start of it freefalling to more palatable levels’
Author: Cherry Reynard
-
-
Rush to real assets to fight inflation should be tempered with caution
With some price hikes already built in – newer investors in certain sectors might just have missed the boat
-
What is the blue economy and why should investors care?
World Oceans Day on 8 June is an ideal time to become as energised about the deep as we are about carbon emissions
-
UK smaller companies and China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
-
Tesla S&P ejection tip of the iceberg of ESG’s problem with nuance
Elon Musk may be a bit ‘marmite’ but when ExxonMobile scores higher than Tesla there is clearly a disconnect
-
Louis Coke: Investors needs to know how wealth is created
Charles Stanley senior investment manager says part of the job is investment, but a lot of it is also education
-
Market turning point still looks some way off
Valuations could fall further if weaker economic data and earnings induce panic-selling
-
Grim headlines shake investor confidence in China
But Baillie Gifford’s Sophie Earnshaw believes there are still opportunities amid the risks
-
Problems mount for UK investors as global outlook darkens
Hopes that a Covid ‘war chest’ of savings will be opened to support the economy appear misplaced
-
Rising yields prompt investors to re-think bond allocations
But still questions over whether inflation will continue to surprise
-
UK equity income outlook brightens but tread carefully
The best opportunities are likely to sit outside the FTSE 100
-
Jean-Yves Chereau: Long-term investing is the only way to generate superior returns
The J Stern & Co partner talks about following an investment approach going back 60 years