When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
Author: Cherry Reynard
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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
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Are US equities overvalued, or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
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Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
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Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
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Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks
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The implications of rising gilt yields
Sterling-based gilts are becoming increasingly popular despite inflationary headwinds
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How ‘sticky’ will inflation really be?
The UK economy is entering a critical period
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Balance of power: Getting ‘energy transition’ right
Schroder’s Mark Lacey discusses how he looks to provide investors with a more balanced exposure to the global shift away from fossil fuels
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Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
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Have investors got the UK wrong?
British companies could find themselves a whole lot more popular if investors take a closer look at fundamentals
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What to make of high yield’s time in the sun
There are signs of problems for the asset class
