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
Author: Cherry Reynard
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Has the tech sell-off gone too far?
Share price falls have started to look indiscriminate though valuations are still notably higher than average
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Converting net-zero talk into action
Progress towards net zero may not be moving quickly enough for Greta Thunberg but this is a hugely complex transition and a lot is happening
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Inverted yield curve muddies recession outlook
But equity investors should not be running for cover just yet
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Markets ‘not out of the woods yet’ despite shrugging off Ukraine crisis and rate rises
Analysts have yet to revise earnings estimates to factor in impact of Russian invasion and greater inflationary pressures
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Poppy Fox: ‘Women are not excessively risk averse’
Quilter Cheviot investment director wants to encourage more women to invest as 70% found not to be engaging with their finances
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Horrible 2022 sees China investors hit a fork in the road
Current valuations make long-term growth story appealing but could also signal its time investors cut their losses
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Russian invasion unlikely to force central banks off course
Inflation is expected in an escalation and de-escalation scenario so central bankers have to hold their nerve
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Is there such a thing as a ‘good’ performance fee?
‘It should not be like winning the lottery – you want managers to outperform the following year, not think about early retirement’
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Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities
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Renewable energy infrastructure trusts poised to take off amid rising inflation
Their cashflows make them uniquely responsive
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Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull