Schroders’ Ekwue: Smaller companies are coming out of the wilderness
Uzo Ekwue, co-manager of Schroders British Opportunities, backs small-cap public and private equities in the UK
Author: Cherry Reynard
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Central bank divergence: Have the gains been made in Latin America?
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.
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PA ANALYSIS: The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stockmarket performance?
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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Is the reputation of private equity trusts finally on the turn?
The trusts have seen a considerable bounce over the last three months
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To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
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Are we finally at the end of the post-Lehman Brothers era?
Exactly 15 years after the bank’s collapse, markets are expecting a new regime altogether
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Are there glimmers of hope for UK Smaller Companies funds?
Open-ended UK small-cap funds have suffered consistent outflows while UK smaller companies trusts are on widening discounts
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Why would investors look beyond a 5.67% gilt yield?
The high gilt yields on offer should not lead investors to neglect other parts of the fixed income market
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Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
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When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
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Newton’s Paul Flood: When the stars align
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier