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
Geopolitics
-
-
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
-
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
-
Ninety One sheds £4.3bn as ‘extremely challenging conditions’ take a toll
Assets under management fell by 5% over the half year to £123.1bn
-
Trium’s Hayes: Why investors should fear ‘the Grim Repo’
The Repo account, held at the Fed, is perhaps the greatest harbinger of doom for the global economy
-
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
-
Tobam launches ‘civil and democratic rights’ funds
Strategy available via three SFDR Article 9 compliant Luxembourg-domiciled funds
-
Mexican equities: Momentum or moment?
Polar Capital’s Naomi Waistell believes Mexico could be on the cusp of ‘unleashing its full growth potential’
-
Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
-
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
-
Edward Bonham Carter: Don’t underestimate Trump in 2020
Fiscal stimulus is a concern in the year ahead as a massive debt pile builds up
-
Ferdi van Heerden: Creating resilient portfolios for a fractured world
The ongoing reshaping of the global economic order will mean winners and losers – and thus investment opportunity