How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry ponders effect of Labour majority on UK equities and gilts
Author: Cherry Reynard
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Could the UK small-cap revival be a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
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Can the ‘tentative’ small-cap recovery continue?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently
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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Fund manager profile: Ian Lance on trusting the process
Redwheel’s Value and Income fund manager discusses the nuances of value investing
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector