Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
Opinion
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Marlborough’s Lall: The growing UK small caps being thrown out with the bathwater
UK companies are on an average discount of around 17% relative to comparable businesses in other developed markets
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Parmenion’s Dalgliesh: The nuances of money market funds
Portfolios are now ‘a world away’ from only being short-duration bond funds
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EFG’s Moz Afzal on the ‘gift’ of China’s slowdown and the rise of the machines
Global CIO discusses the three factors informing the firm’s US allocation strategy
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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Kermitted Asset Management: Bad books
A novel plan by the chairman of the insignificantly-sized investment company Kermitted Asset Management fails to achieve his intended storybook ending
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Unicorn’s Game: Why we’re backing ‘unloved’ UK industrials
The UK has a lengthy pedigree in precision engineering
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The factors investors should use if they fear a recession
Minimum volatility and quality assets best to protect against UK’s lacklustre economic environment
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GAM’s Howard: Cracking the asset allocation code amid ‘flashing red’ valuations
The CAPE ratio for US stocks is ‘well above’ its long-term average
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FundCalibre’s McDermott: Why gold could get its shine back in 2024
Conditions could be changing for the gold market
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Frontier markets risk being left behind without green reforms
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets