Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
Dollar
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Square Mile’s Fund Selector: Japan funds to watch
Square Mile’s Ajay Vaid checks out the top performers and compelling newcomers
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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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‘Unsustainable’ US debt: Could the Fed consider cutting interest rates?
Democrats and Republicans may have agreed on a spending deal, but experts still warn of ‘unsustainable’ levels of debt
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Fund manager profile: Credit where it’s due
Hilary Blandy explains how she is steering the Jupiter Monthly Income Bond fund towards smooth performance through today’s volatile macro conditions
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Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
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Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
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Stronger sterling could cast unflattering light on FTSE 100 firms
Weakness against the dollar boosted earnings for equity investors in 2022
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Square Mile: Emerging market debt funds to watch
Top performers and compelling newcomers in the spotlight
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Surprisingly resilient emerging markets defy strong dollar
Even carving out a resurgent China, some EM economies delivered growth in Q1
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Did 75bps rate hike signal peak Fed hawkishness?
All eyes will be on the annual Jackson Hole meeting which may offer clues about the path moving forward
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Sell-off leaves investors nowhere to hide as safe havens struggle to deliver
Many traditionally defensive assets have not lived up to their reputations
