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
Equities
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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
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Equity investors still driven by policy fears, says Van Lanschot Kempen
Amsterdam-based firm retains negative weighting to the asset class
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Schroders given FCA nod to launch UK’s first long-term asset fund
Watchdog created LTAFs so ‘investors can more easily invest in productive finance assets’
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The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in
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Who funds the world?
On International Women’s Day, JP Morgan Asset Management’s leading industry commentators give their investment outlook for the months ahead
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Ninety One UK Alpha ejected from Square Mile Academy of Funds
While Blackrock Gold & General was downgraded due to underperformance
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Energy sector powers global dividends to record $1.56trn
But growth likely to slow this year due to inflation and geopolitical risks
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Vontobel debuts duo of EM bond strategies
Swiss asset manager has witnessed increasing demand for fixed income
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Emerging markets: beyond banks, booze and holes in the ground
China’s re-opening is good news for investors, but so is pragmatic supply chain diversification to other EMs
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Unprecedented year of redemptions sees £54bn gush out of UK funds
2022 outflows dwarfed the money pulled in 2008 and 2019, according to Refinitiv Lipper
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Matthews Asia rebrands £471m ex Japan dividend fund
To better reflect the strategy’s total return objective