Chinese property sector woes continue to weigh on fund performance in January
While IA North America and Tech continued to top monthly returns
While IA North America and Tech continued to top monthly returns
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As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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£150m of costs will be cut across the business over two years
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33 more top-performing funds than in Q4 2022
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It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Inflation, consumer resilience, and China among concerns
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While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
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Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024
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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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There are solid arguments supporting a harder landing scenario than markets are pricing in
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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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Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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