Chinese property sector woes continue to weigh on fund performance in January
While IA North America and Tech continued to top monthly returns
China
-
-
Macro matters: Is an Atlantic drift on the cards?
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?
-
Abrdn confirms 500 redundancies in cost-cutting ‘transformation plan’ amid £12.4bn outflows
£150m of costs will be cut across the business over two years
-
Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
-
Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
-
Momentum: Seven risks for investors to watch for in 2024
Inflation, consumer resilience, and China among concerns
-
Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
-
Portfolio insights: Video interview with Dale Nicholls
Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024
-
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
-
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
-
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
-
GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’