Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
Geopolitics
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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
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Liontrust’s de Uphaugh and Sattar: Narrowing of UK equity discount is only just beginning
EDIN managers discuss seeking opportunities in an unloved market, and what Sattar taking sole reins of the portfolio will mean for investors
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Big trouble in China
China investors watch on with growing concern as the world’s second-largest economy slips into deflation and the hoped-for stimulus remains elusive
