Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
Inflation
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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M&G to launch fixed maturity 18-month bond fund
The fund will be co-managed by Stefan Isaacs and Matthew Russell
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Sir John Redwood blames central bank failures for spiralling inflation
IEA paper calls on BoE to stop selling bonds and review its inflation forecasting model
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Church House’s Mahon: ‘2022 was a shocker’ for absolute returns
Portfolio Adviser speaks to James Mahon, co-manager of the £259m Church House Tenax Absolute Return Strategies Fund
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A year on from the mini-budget, has investor confidence in the UK been restored?
Brighter times could be on the horizon for the home market
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Bank of England holds rates flat with MPC split following inflation drop
The MPC voted by five members to four to hold at 5.25%
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Unexpected fall in inflation opens door to Bank of England rate hold
CPI at 6.7% on an annualised basis versus forecast of 7.1%
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder
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EU ‘teetering’ on the brink of recession: Investment industry reacts to ECB rate hike
Eurozone interest rates could remain at restrictive levels for “quite some time”
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FundCalibre’s McDermott: Why gold could get its shine back in 2024
Conditions could be changing for the gold market
