Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
China
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Momentum: Seven risks for investors to watch for in 2024
Inflation, consumer resilience, and China among concerns
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Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
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Portfolio insights: Video interview with Dale Nicholls
Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024
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Big trouble in China
China investors watch on with growing concern as the world’s second-largest economy slips into deflation and the hoped-for stimulus remains elusive
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Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in
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A transitional year for India
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
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GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?
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‘If these companies were European… you would love them’: Guinness’s Harriss and Malik on China’s macro discount
Guinness Greater China managers addressed concerns over the China property sector at an investor conference in London
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EFG’s Moz Afzal on the ‘gift’ of China’s slowdown and the rise of the machines
Global CIO discusses the three factors informing the firm’s US allocation strategy
