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
Covid
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Beneath the bonnet: The case for Nubank, Aggregated Micropower and Booking Holdings
Three fund managers share stocks that are making a difference
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Wealth manager Q&A with Matt Sharp: ‘AI is the next game changer’
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
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Beneath the bonnet: The case for Rollins, JOHCM and Gym Group
Three fund managers share stocks that are making a difference
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UK small caps: Depressed for a reason, or at the cusp of a multi-year supercycle?
The host of headwinds battering UK smaller companies has prompted a crisis of faith among investors. Is the sector down and out or on the cusp of a supercycle?
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Macro matters: The trouble with Trump
As the shadow of Donald Trump looms large over the 2024 US election, how can investors navigate the added market volatility that often accompanies the race to the White House?
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
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Guardians of the galaxy: What does the future of asset management look like?
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future of asset management will look like
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Macro matters: Digital India
Digitalisation has underpinned the growth of the world’s most populous nation
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Fidelity’s Philalithis: ‘It’s time to take a break’
Fidelity International’s head of multi-asset investment management, Europe, Eugene Philalithis discusses his impending retirement
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Schroders’ Ekwue: Smaller companies are coming out of the wilderness
Uzo Ekwue, co-manager of Schroders British Opportunities, backs small-cap public and private equities in the UK
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Church House’s Mahon: ‘2022 was a shocker’ for absolute returns
Portfolio Adviser speaks to James Mahon, co-manager of the £259m Church House Tenax Absolute Return Strategies Fund