Small caps: UK bucks the borrowing trend
While government debt is on the rise around the globe, UK households seem to be heading in the opposite direction
consumer
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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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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Postcard from Japan: Stepping away from Tokyo to capture entrepreneurial spirit
Japan could be emerging from its post-bubble torpor, according to Zennor AM’s David Mitchinson