ECB rate rise sidestep fails to dampen UK market expectations
Even as the energy price shock to the global economy raises spectre of a slowdown or recession
PA Analysis
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Nuclear investment is the path out of Russian oil and gas reliance
It produces no greenhouse gases and Germany’s power plant shutdown following Fukushima saw a spike in use of coal, says Janus Henderson
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Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities
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Why agtech is the next big investment opportunity
Russia-Ukraine crisis and extreme weather events highlight need for better infrastructure to move crops and improve storage
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Renewable energy infrastructure trusts poised to take off amid rising inflation
Their cashflows make them uniquely responsive
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BP Rosneft exit causes headache for UK equity income giants
‘The financial side is painful but pales into insignificance given the humanitarian cost’
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Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull
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Not owning the UK could become a problem
Recent performance marks a notable change in fortunes for the unloved market
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Debate grows over how long rotation away from growth will last
Some argue that it is just profit taking; while other say, like inflation, it will linger longer than expected
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Rising rates bolster European small caps
‘Indescriminate sell-off provides opportunity to buy into some high-quality growth companies at cheaper valuations than six months ago’
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Demand triggers rapid overhaul of ESG consultancy space
Rising number of corporates seeking expert ESG help has led to soaring acquisitions and creation of specialised sustainability teams
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Dirt cheap UK companies lure activist investors
Unilever and Vodafone among UK plc that have been targeted by billion dollar hedge funds bent on reform
