Brooks Macdonald: US small and mid-sized caps are due a comeback
With countries becoming more domestically-oriented and rate cuts on the horizon, Henrietta Walker says US small and mid-caps are back in vogue
With countries becoming more domestically-oriented and rate cuts on the horizon, Henrietta Walker says US small and mid-caps are back in vogue
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
Report draws on insight from 3,000 investment professionals
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact