Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
PA Analysis
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The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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Will M&A and buybacks breathe life into the UK stockmarket?
Almost half of the UK equity market has bought back shares over the past 12 months
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Could one spreadsheet column solve the cost disclosure crisis for trusts?
Gravis’s Bill MacLeod explains how a FinDaTex tweak could prevent double-counting of investment company costs
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Can smaller trusts survive without consolidation?
The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds
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As governments roll back on green pledges, can the outlook for clean energy improve from here?
Cash-strapped governments around the world are balking at the cost of green measures
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Open-ended property funds: Is the future hybrid?
Portfolio Adviser speaks to fund selectors about what the future of property investing will look like
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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Can tech come up trumps again in 2024? The top trends to be excited about
The sector looks set to thrive again this year after a strong 2023, but there is more to tech than just AI
