Director pay to dominate asset manager voting at AGMs
‘Corporates can no longer depend on shareholder apathy to have company business waved through once a year’
PA Analysis
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Sub-£100m investment trusts risk withering on the vine
As shareholders and managers question viability of small, illiquid strategies
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Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
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Emerging markets: beyond banks, booze and holes in the ground
China’s re-opening is good news for investors, but so is pragmatic supply chain diversification to other EMs
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Corporate bonds – high yield or investment grade?
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double
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Food fight: Is the UK sleepwalking into a food supply crisis?
Climate change, supply chain difficulties, rising inflation and the war in Ukraine make for a perfect recipe for disaster
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Income seekers should not ignore small-cap contenders
Last year’s de-rating ‘has presented us all with a much larger universe of potential companies’, says one manager
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UK investors ponder a small-cap comeback
But good news/bad news economic data muddies the waters
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Can property trusts replicate the 2009 discount-to-premium rebound?
Or will the returns now on offer from cash prove too tempting for investors seeking some safety?
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Tech firms take a toll on US earnings season
‘Weak outlooks from prominent bell-weather companies are a red flag that should not be ignored’
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Valuation potholes mar US road to recovery
‘We don’t need to see ‘blood on the streets’ as Sir John Templeton said, but there are a lot of yellow flags’
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Favourable fourth quarter belies rocky road facing the US
One problem area could determine when the Fed will rein in its rate rises
