75bps Fed hike back on the table after April inflation miss
‘This is going to be a hiking cycle that lasts quite a while’
PA Analysis
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Energy crisis will separate green investors from bandwagon jumpers
Most sustainable UK and global equity funds sitting on higher losses than traditional peers as tide turns against ‘growth’ stocks
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Problems mount for UK investors as global outlook darkens
Hopes that a Covid ‘war chest’ of savings will be opened to support the economy appear misplaced
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Rising yields prompt investors to re-think bond allocations
But still questions over whether inflation will continue to surprise
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Will the net zero transition stifle productivity growth?
Unprecedented levels of investment required globally to cut greenhouse gas emissions by 2050
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UK equity income outlook brightens but tread carefully
The best opportunities are likely to sit outside the FTSE 100
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Equity income managers size up UK’s buyback bonanza
£33bn of FTSE 100 share buybacks in Q1 2022 has already surpassed figure for the whole of 2021
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How to pick the winners of the global supply chain crunch
‘Location is becoming just as important as manufacturing efficiency’
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Has the tech sell-off gone too far?
Share price falls have started to look indiscriminate though valuations are still notably higher than average
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Are Chinese and Japanese equities poised for a turnaround?
Significantly divergent monetary policies could give them an edge over western economies
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Investors risk being wrong-footed as bond allocations slump to pre-Lehman crisis levels
‘Effectively 14 years of previous bond overweights have been already erased’
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Inverted yield curve muddies recession outlook
But equity investors should not be running for cover just yet
