Baron Capital: Investors should be optimistic about US small and mid-caps
History shows us that small and mid-caps often outperform when the Fed lowers rates, says Claudia Pagazani
Interest Rates
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US jobs data gives Fed ‘reasons to cut, not to panic’
Commentators react as the S&P falls following the release of non-farm payrolls
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Weekly Outlook: ECB decision and WH Smith trading update
Key events for wealth managers in the week beginning 9 September
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LGIM’s Rees: How bonds play into magnificent seven ‘FOMO’
Matthew Rees talks falling interest rates and August stockmarket selloff
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Matthews CIO: ‘Latin America is cheap for a reason’ and has a ‘bumpy road’ ahead
Investors are excited about a potential boost from rate cuts, but Sean Taylor warned it may be too early to call
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How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
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Quilter: Fund groups expect Labour’s policies to enhance economic growth
Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
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Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
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Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error
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Algebris: Banks remain profitable despite rate cuts
Banks that have thrived on high interest rates can continue to do so in a low-rate world, explains Sebastiano Pirro
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Federal Reserve holds rates in July decision
Industry anticipates September rate cut to come
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Track to the Future – with Nordea AM’s Jamie Hayes
The director of UK wholesale distribution discusses cost pressures, market unpredictability and paradigm shifts