Are private assets fuelling growth?
How private markets might be replacing their public counterparts in shouldering the hard work of building businesses
equities
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Q&A with Neuberger Berman’s Niall O’Sullivan: Random acts of kindness and mispriced markets
The firm’s CIO for multi-asset strategies, EMEA, answers our questions
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European equities: They may be cheap, but is there reason to be cheerful?
After a difficult year for the continent, Ian Sansom of Fidelity International and Mirabaud’s Hywel Franklin explain why investors could be looking towards European equities with greater confidence
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Appetite for equities grows but optimism ‘fragile’
Investors pumped £1.4bn into equity funds in April but the outlook remains uncertain
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Investors have their work cut out in finding the real AI opportunities amid the hype
Research found investment in the technology has grown 150% since 2019 to nearly $180bn
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LGIM head of active equities Gavin Launder retires
After 16 years at the firm and nearly four decades in the industry
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Diversifying the diversifiers
The outlook for equities and bonds may appear considerably better than this time last year but recent market shocks would suggest carefully selected alternatives could merit a place in many portfolios
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Investors growing more sceptical of Fed’s hawkish tone despite sticky inflation
Experts say financial conditions are already tight and summer rate cuts are on the cards
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Equity exodus: Where should investors look now?
Kelly Prior of Columbia Threadneedle Investments and Nordea Asset Management’s Hilde Jenssen give their take on today’s market
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There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing
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One in five UK investors plan to cut home market exposure
Driven by concerns over the country’s economic outlook, survey finds
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Takeovers are a double-edged sword for UK equities fund managers
Acquisitions have shrunk the universe, making diversification more difficult