Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
Healthcare
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AIC: Trust managers rate healthcare as top sector for 2025
UK remains polarising for success in 2025
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Capital Group: Finding growth beyond big tech
Attractive growth opportunities are emerging beyond the tech giants that have hogged investors’ attention, writes Chris Miles
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Knacke’s money maps: The age of deflation
The 2020s is not the 1970s, writes Ernst Knacke, head of research at Shard Capital, but more like the early 1900s
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Beneath the bonnet: The case for Yihai International, Jollyes and EM healthcare
Three fund managers on stocks that are whetting their appetite
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Square Mile’s Fund Selector: IA specialist funds to watch
Square Mile’s David Holder checks out the top performers and compelling newcomers
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Fairview’s Yearsley: China becomes ‘story of September’
Top 44 best performing funds all China
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Quilter Cheviot: Healthcare could be so much more with AI
Healthcare is an important allocation, but it has struggled to keep pace since covid – AI could fix that problem, says Caroline Langley
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Knacke’s money maps: Health is wealth
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space
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Four views: Future prospects for the weight-loss sector
Portfolio Adviser asks this month’s panel for their views on the future prospects for a healthcare sector that seems to be booming
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Kepler: The sectors unscathed by the AI takeover
There is value to be found in the industries immune to the AI revolution, writes Kepler’s Ryan Lightfoot-Aminoff
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Beneath the bonnet: The case for Rollins, JOHCM and Gym Group
Three fund managers share stocks that are making a difference