The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
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Geopolitics
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Nedgroup’s Landecker: Investors can’t ignore macro anymore
Not factoring in geopolitics is ‘madness’ and leads investors into ‘mine fields they should have known existed’
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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IG Group: Geopolitics top concern for UK investors
Recession and inflation are still concerns, but less so than six months ago
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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UK companies drop special dividends by 79% in 2023
Special dividends fell by more than three quarters in 2023, but bank payouts ‘more than offset cuts’
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Momentum: Seven risks for investors to watch for in 2024
Inflation, consumer resilience, and China among concerns
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth