KBI Global Investors appoints natural resources portfolio manager
Craig Bonthron rejoins KBI Global Investors after 14 years away
Investment
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Fund manager profile: Cohen & Steers’ Jason Yablon on the reit move
Following a period of ‘hunkering down’, the head of listed real estate explains why he is hopeful the commercial property sector is on the way up as we head into 2025
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Ninety One UK Sustainable Equity fund to merge with global mandate
Manager Matt Evans to remain part of sustainable equity team
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Euro vision: What Europe’s valuation discount means for investors
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects
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Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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PRS REIT: ‘Number of interested parties’ regarding sale of trust
The board is in ‘active discussions’ about selling the trust with ‘a number of interested parties’
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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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J.P. Morgan proposes wind-down plan for Global Core Assets trust
It will liquidate its portfolio and return the proceeds to shareholders by the end of 2025
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Property funds awarded ‘recommended’ ratings by Square Mile in November review
The TR Property Investment Trust and L&G’s Global Real Estate Dividend Index fund were highlighted
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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