Banishing the blues: Investors have plenty to look forward to in 2024
Ninety One’s Sahil Mahtani discusses the tailwinds afoot for 2024
Opinion
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Four high-income investment strategies for a high-rate world
Capital Group’s Chris Miles discusses how to beat interest rates within an income-focused portfolio
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The unloved areas poised to prosper in 2024
Seven specialists share reasons to be optimistic for 2024
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Dewi John: The investment (almost) year in numbers
LSEG Lipper’s Dewi John discusses the Magnificent Seven and sustainable funds
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Dimensional’s Medhat: Will value investing be ‘the comeback kid’ of 2024?
Value stocks have only underperformed over six-month periods a handful of times since the 1920s
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Kermitted Asset Management: Goal of the month
The chairman of Kermitted Asset Management reflects on the FCA’s latest attempt to impose order on what we are currently calling sustainability
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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
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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