Jupiter AM’s head of equities: Why a recession could make small caps more resilient
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
Europe
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Portfolio insights: Video interview with Marcel Stotzel
Fidelity International manager on what he will be looking out for as we head into 2024
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PA ANALYSIS: The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stockmarket performance?
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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MAFM team complete Vanguard’s Tough Mudder
The 5k course saw the MAFM team take on 18 obstacles
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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Weekly outlook: European sentiment surveys due and AG Barr reports
Key events for UK wealth managers for the week starting 25 September
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Q&A with BlackRock’s Stefan Gries: A ‘capex renaissance’ and the appeal of Danish companies
We quizzed Gries on his path to managing an investment trust, the trust’s strategy and the trends he is targeting
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Are UK investors really turning their backs on Europe?
European equity funds have been among the worst-selling OEICs in 2023 to date, yet they remain the fifth-largest IA sector by AUM
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Nomura launches corporate hybrid bond fund
To be run by former Neuberger Berman fixed income manager Julian Marks
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Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
