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
deglobalisation
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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CFA Institute reveals the four narratives driving ‘the future state of the industry’
Report draws on insight from 3,000 investment professionals
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Will deflationary pressures stretch beyond China?
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact