Principal AM’s Seema Shah: Money market surge poised to fuel risk asset rally
A record $5.7trn has been amassed
Equities
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Somerset Capital to wind down after losing St James’s Place funds
Emerging specialist was dropped by SJP last week and has seen its AUM fall two-thirds since October
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Jupiter AM’s head of equities: Why a recession could make small caps more resilient
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
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Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
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Tech funds tops returns in ‘risk-takers’ November
Growth strategies, including Baillie Gifford American, enjoyed a strong month for returns
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Indonesia throws off ‘Fragile Five’ tag
Indonesia is starting down an exciting economic development path so its companies should enjoy a natural tailwind, argues Emily Fletcher
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Fidelity and Abrdn line-up £1.2bn China trust merger
Abrdn China Investment Company (ACIC) is being wound up
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GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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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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Pacific Horizon’s Durrant: Why the US and Europe are the new emerging markets
Balance sheets across the Asia Pacific region are ‘three times’ stronger than they were during the Asian financial crisis, according to the manager
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Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Total payouts down 0.9% to $421.9bn (£338bn)
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FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?