Investors growing more sceptical of Fed’s hawkish tone despite sticky inflation
Experts say financial conditions are already tight and summer rate cuts are on the cards
Equities
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HSBC focuses on quality in fixed income to navigate volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook
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Managing uncertainty post-Credit Suisse: A question of weighting?
‘Far more money has been lost by investors trying to anticipate corrections than has been lost in all the corrections combined’
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There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing
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Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD
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Investors brace for the rarity of highly unpredictable Fed and Bank of England meetings
The usual consensus on what to expect is nowhere to be found
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One in five UK investors plan to cut home market exposure
Driven by concerns over the country’s economic outlook, survey finds
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EM’s the breaks: Better times ahead for emerging markets
Mirabaud’s Anu Narula and James Johnstone of Redwheel talk about the highs and lows of emerging markets investing
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Takeovers are a double-edged sword for UK equities fund managers
Acquisitions have shrunk the universe, making diversification more difficult
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The Budget’s economic forecasts open the door to rate cuts
There is a complex picture for UK equities investors
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Might China’s consumers rescue the global economy?
But despite short-term optimism, Vanguard economist Qian Wang is more guarded about the country’s long-term outlook
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Why a relief rally in European equities could become much more
There is a long tail of undervalued small- and mid-cap companies in the region