Can the ‘tentative’ small-cap recovery continue?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently
PA Analysis
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Nedgroup’s Landecker: Investors can’t ignore macro anymore
Not factoring in geopolitics is ‘madness’ and leads investors into ‘mine fields they should have known existed’
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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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PA Adviser’s Sector in Review: IA Commodities and Natural Resources
Adam Lewis looks at the pros and cons of investing in the IA Commodities and Natural Resources sector
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Will ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform
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Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
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Dan Nickols to retire: Will it be ‘business as usual’ for investors?
Fund selectors debate whether the strategy will change, and whether Jupiter has a ‘small-cap problem’
