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
Author: Cherry Reynard
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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
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A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months
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Will Saba Capital succeed?
The hedge fund promises to disrupt the investment trust industry
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Fund manager profile: Credit where it’s due
Hilary Blandy explains how she is steering the Jupiter Monthly Income Bond fund towards smooth performance through today’s volatile macro conditions
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Saba Capital and its intentions for the UK investment trust industry
The hedge fund promises to disrupt the investment trust industry at a vulnerable moment
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Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
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Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in
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Hugh Grieves: The quiet American
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate
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Should we still be worried about inflation?
Monetary policy will ‘likely need to be restrictive for quite some time yet’
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PA ANALYSIS: Would a BRISA be a silver bullet for UK equities?
Q3 2023 saw just five listings on the UK main market and AIM, while IPO proceeds fell 36% year on year, higher than the global average
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What does the pressure on offshore wind farms mean for the energy trust sector?
The wide discounts and high yields on many trusts give significant margin for error
