Renewable energy infrastructure struggles creating attractive entry opportunities
The sector has underperformed the broad equities markets but the tide could turn
PA Analysis
-
-
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
-
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’
-
Is it time to buy the dip in commodities markets?
Some investors see opportunity amid the volatility
-
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?
-
Investors growing more sceptical of Fed’s hawkish tone despite sticky inflation
Experts say financial conditions are already tight and summer rate cuts are on the cards
-
As interest rates peak it’s time for a fresh look at commercial property
With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities
-
Managing uncertainty post-Credit Suisse: A question of weighting?
‘Far more money has been lost by investors trying to anticipate corrections than has been lost in all the corrections combined’
-
There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing
-
Credit Suisse CoCos wipeout creates opportunity for bond funds amid the chaos
Are reports of the AT1 sector’s ‘death’ exaggerated?
-
Investors brace for the rarity of highly unpredictable Fed and Bank of England meetings
The usual consensus on what to expect is nowhere to be found
-
Credit Suisse demise and banking turmoil throw monetary policy picture into doubt
Investors left unsure of the Fed’s plans for the coming months