Clearbridge Investments’ Schulze: Investors are facing ‘a tough climb’ with their guards down
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
Opinion
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
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FundCalibre’s McDermott: Biodiversity central to unlocking the climate change megatrend
COP28 will set the themes that drive greater innovation in investing
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Jupiter AM’s head of equities: Why a recession could make small caps more resilient
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
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Gold in the green: investors return to safe haven asset amid rising uncertainty
Investors cannot ignore the geopolitical risks we are facing, according to Ravenscroft’s Matt Girard
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Indonesia throws off ‘Fragile Five’ tag
Indonesia is starting down an exciting economic development path so its companies should enjoy a natural tailwind, argues Emily Fletcher
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New Capital’s Rawicz: How to tap into the AI revolution
Investors wishing to be part of the AI journey should be looking at three layers of growth – hardware, infrastructure and applications
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GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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MGIM’s Parfect: Give damaging AIFMD regulations for investment companies the red card
Classifying investment companies as AIFs is increasing their optical – and not their actual – fees, write Momentum’s Richard Parfect
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Nordea’s Gorgemans: Tapping into the ‘cross credit’ space across Europe
Overcoming the ‘bittersweet credit conundrum’
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A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes