Market anxiety is definitely elevated but is it enough to call capitulation?
Bonds may be on the brink but it’s a different story for equities
Author: Cherry Reynard
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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’
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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
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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
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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
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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
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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
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Market turning point still looks some way off
Valuations could fall further if weaker economic data and earnings induce panic-selling
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Grim headlines shake investor confidence in China
But Baillie Gifford’s Sophie Earnshaw believes there are still opportunities amid the risks
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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
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Rising yields prompt investors to re-think bond allocations
But still questions over whether inflation will continue to surprise
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UK equity income outlook brightens but tread carefully
The best opportunities are likely to sit outside the FTSE 100