US equities investors betting on a ‘soft landing’ could be in trouble
Markets may be pricing in an overly-optimistic scenario
PA Analysis
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Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm
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Are UK mid caps still a prime hunting ground for stock pickers?
Despite returning less than their large-cap peers in recent times, the scene may be set for mid caps to outperform
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Will global equity income funds be outshone by their tech-heavy counterparts again?
With a Fed pivot approaching, the sector may soon face strong headwinds
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Frontier markets’ inefficiency raises risk levels but big rewards are available to smart investors
A lack of overseas awareness and analyst coverage can play into the hands of specialist fund managers and their underlying investors
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Investors have their work cut out in finding the real AI opportunities amid the hype
Research found investment in the technology has grown 150% since 2019 to nearly $180bn
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What are the drivers behind India’s ‘sizeable runway’ for growth?
‘In many ways, now should be India’s moment’
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Renewable energy infrastructure struggles creating attractive entry opportunities
The sector has underperformed the broad equities markets but the tide could turn
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Emerging markets may be the play to make as the Dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class
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A new dawn for gold, or will it lose its shine again when inflation subsides?
‘If you think back to previous periods of high inflation, such as the early 1990s, there were not as many other options as there are now’
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Is it time to buy the dip in commodities markets?
Some investors see opportunity amid the volatility
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Scottish Mortgage bust-up and Home Reit troubles strike a sharp contrast with open-ended funds
Have public board-level disputes underlined the benefit of an open and accountable governance structure?
