Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
Markets were assigning a 92% probability of the ECB holding rates prior to today’s meeting
Given all clients have the potential to be vulnerable, why are so many firms failing to acknowledge the existence of at-risk investors?
US small caps and defence tipped to see growth
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill
Study finds fund buyers bullish on fixed income, with less certainty in equity
Mid-year CIO outlook points to political uncertainty and rate cuts
‘It’s possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
CT chief economist says the outlook for budget finances is ‘distinctly gloomy’
A sizeable Labour majority would allow it to deliver stability unimpeded
However, commentators warn the lack of a concrete commitment to not raise CGT could concern investors
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage