Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
IMF
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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
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Frontier markets risk being left behind without green reforms
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets
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Ravenscroft’s Tannahill: Why we are getting excited about bond funds
Ravenscroft’s Bob Tannahill discusses the current disconnect in the market
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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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Is the UK heading towards a recession?
Chat about the possibility of a UK recession reaches deafening levels as central banks raise rates to fight inflation. Portfolio Adviser attempts to make sense of the confusion
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IMF rebukes UK tax cut plans
As Bank of England rolls out government bond buying programme in an effort to calm markets
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IMF cuts US, China and world growth forecasts
There is a ‘troubling divergence’ across countries
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Coronavirus weekly round-up: Trump axes WHO funding and Chinese GDP shrinks in first data since Covid crisis
Five investors mull the events shaping portfolios over the past week
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IMF flags next global crisis
After recently publishing a rosy global economic outlook, the International Monetary Fund sketched the contours of the next financial crisis, urging policymakers to take measures to rein in exuberance.
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IMF sees global growth accelerate
In a sign the world economy is heating up, the International Monetary Fund (IMF) has revised its global GDP growth forecasts upwards for the second time this year. The global recovery is still “incomplete” though, it claimed.
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PA ANALYSIS: Is the IMF’s UK revision a red flag for investors?
The International Monetary Fund’s decision to downgrade the UK’s growth forecast for 2017 was likely a wake-up call for some investors. But is it a signal of more dire times ahead? Or just another year of mediocre growth?
