Fund manager profile: Ian Lance on trusting the process
Redwheel’s Value and Income fund manager discusses the nuances of value investing
Author: Cherry Reynard
-
-
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
-
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
-
Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
-
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
-
Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
-
Fund manager profile: Man GLG’s Mike Scott on riding high in high yield
The manager of the Man GLG High Yield Opportunities fund on how he’s built a track record of delivering stable performance in the volatility prone high-yield sector
-
Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
-
Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
-
Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
-
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
-
Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?