Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
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Author: Cherry Reynard
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Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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PA Fund Manager Profile: Baillie Gifford’s Gibson prepares for new era of US growth
A reset in higher-growth companies and the addition of private equities promises better times ahead for the US Growth Trust, says Baillie Gifford’s Kirsty Gibson
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Will M&A and buybacks breathe life into the UK stockmarket?
Almost half of the UK equity market has bought back shares over the past 12 months
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As governments roll back on green pledges, can the outlook for clean energy improve from here?
Cash-strapped governments around the world are balking at the cost of green measures
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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Will inflation fall enough for ‘year of the bond’?
Are there longer-term risks to the seemingly benign inflation picture?
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Are income investors turning a blind eye to the world’s dividend powerhouse?
Money continues to flow out of the UK equity income sector, yet dividend growth is on the up