Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
PA Analysis
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Soft landing or soft economy – what do rising bond yields signal?
Are bonds a good or bad investment in the current environment?
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Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade
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Calls for judicial review into FCA as investment trust sector faces extinction
Cost disclosure regulation has been called “illegal and irrational” amid an “emergency situation” for investment companies
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Are UK investors really turning their backs on Europe?
European equity funds have been among the worst-selling OEICs in 2023 to date, yet they remain the fifth-largest IA sector by AUM
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Newton CIO Mitesh Sheth MBE: Why ‘the new regime’ makes inclusivity more urgent than ever
Sheth MBE explains why he ‘runs portfolios of people, not money’
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When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
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Have larger mid-cap trusts found themselves in ‘the danger zone’?
Consolidation and short-sellers of the FTSE 250 index have created a ‘perfect storm’
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Five top-performing UK equity funds quietly achieving in an unloved sector
Using FE data, Portfolio Adviser shines a spotlight on the UK equity funds delivering the strongest, most reliable returns over the long term
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Are US equities overvalued, or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
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Consolidation, overcrowding and widening discounts: Do investment trust boards need to step up?
Given the Home Reit saga and TLEI’s suspended shares, PA looks at governance concerns in the investment trust space
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Evenlode’s Elliott, Knoedler and Dyer: Why we don’t ‘buy low, sell high’ in our funds
Evenlode’s Global Equity team discusses launching during the pandemic, severing emotion from sell discipline, and why investing in brands is ‘high maintenance’
