Will deflationary pressures stretch beyond China?
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact
Opinion
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Undervalued Forgotten Opportunities: Three UFOs for asset allocators
MGIM’s Matt Connor discusses unloved opportunities in the UK, Japan and among Asian small caps
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SuMi Trust’s Suzuki: Using Japanese stocks to capture India’s growth
SuMi Trust’s Tatsuya Suzuki discusses how investors can overcome barriers to entry to capitalise on India’s growth
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Square Mile: Asia Pacific ex Japan funds to watch
Square Mile’s Amaya Assan checks out the top performers and compelling newcomers
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Antipodes Partners: How troubled China is changing tact to take trade market share
Antipodes’ Alison Savas discusses where she is finding opportunities within Chinese equities despite multiple headwinds
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Kermitted Asset Management: Emotional rescue
The chairman of the insignificantly-sized investment company Kermitted Asset Management hankers back to simpler, nobler, more remunerative times
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AI: The only case when ‘this time it’s different’ isn’t just an expensive mistake
Morningstar’s Mark Murray discusses picking today’s winners in the world of AI
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Capital Economics: Why inflationary ‘economics 101’ has been ‘fatally undermined’
Current disconnect between falling inflation and low “economic slack”
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Infrastructure: Facing the challenges on the horizon
Investing in infrastructure should produce solid returns – as and when inflation peaks and real rates fall again
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Momentum’s Parfect: ‘Terrifying’ FCA guidelines are forcing a shrinking allocation to investment trusts
Momentum’s Richard Parfect discusses why FCA guidelines have led to misleading reporting costs for investment trust investors
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A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corné van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan
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Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks