Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
Author: Portfolio Adviser
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Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
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Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
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Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
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Wealth manager Q&A with Dr Sarah Ruggins: Diversification discipline
Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-think
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Payden & Rygel: Why Indian bonds will keep outperforming
Alexis Roach and the EMD team discuss the asset class’s tailwinds
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Square Mile’s Fund Selector: IA Sterling Strategic Bond funds to watch
Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
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Square Mile’s Earnshaw: When is an alternative not an alternative?
Consideration of different risk and reward outcomes is key
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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Capital Group: Finding growth beyond big tech
Attractive growth opportunities are emerging beyond the tech giants that have hogged investors’ attention, writes Chris Miles
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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Four views: Is it time to buy European equities?
Portfolio Adviser asks four experts if European equities are bouncing back considering the headwinds the region faces