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
Author: Cherry Reynard
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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
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Will healthcare overtake AI as the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%
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PA Fund Manager Profile: Stonehage Fleming’s Gerrit Smit on why data is the new oil
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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‘Unsustainable’ US debt: Could the Fed consider cutting interest rates?
Democrats and Republicans may have agreed on a spending deal, but experts still warn of ‘unsustainable’ levels of debt