Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
Author: Cherry Reynard
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Impact investing: The power of positive thought
Pictet Positive Change manager Evgenia Molotova and her team look to identify companies with the skill, balance sheet and will to change
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Is the dominance of growth stocks a case of style over substance?
The MSCI World Growth index has beaten its Value counterpart by 14%
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Markets have no margin for error as US debt ceiling wrangle rolls on
A default remains very unlikely but there are no signs of a deal yet
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US equities investors betting on a ‘soft landing’ could be in trouble
Markets may be pricing in an overly-optimistic scenario
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Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm
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Will global equity income funds be outshone by their tech-heavy counterparts again?
With a Fed pivot approaching, the sector may soon face strong headwinds
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
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Investors have their work cut out in finding the real AI opportunities amid the hype
Research found investment in the technology has grown 150% since 2019 to nearly $180bn
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Jonathan Butler: Credit will come into its own in 2023
PGIM’s co-head of global high yield explains why now is a fantastic time to be an active credit manager
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Emerging markets may be the play to make as the Dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class
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Diversifying the diversifiers
The outlook for equities and bonds may appear considerably better than this time last year but recent market shocks would suggest carefully selected alternatives could merit a place in many portfolios