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
Liz Truss
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Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
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High net worth voters back Labour despite private school tax
A quarter (27%) of the UK’s highest earners will vote for Keir Starmer in spite of VAT charges on private education
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Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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Schroders’ Ekwue: Smaller companies are coming out of the wilderness
Uzo Ekwue, co-manager of Schroders British Opportunities, backs small-cap public and private equities in the UK
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Four views: Are gilts finally back in favour?
A year after Liz Truss’s ill-fated mini-budget sent the bond market into a tailspin, experts give their view on the role gilts have to play in portfolios going forward
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Newton’s Paul Flood: When the stars align
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier
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Have investors got the UK wrong?
British companies could find themselves a whole lot more popular if investors take a closer look at fundamentals
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Are private assets fuelling growth?
How private markets might be replacing their public counterparts in shouldering the hard work of building businesses
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‘This too shall pass’: How the industry survived a turbulent 2022
After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
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Square Mile: Multi-asset funds to watch
Top performers and compelling newcomers in the spotlight
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Cautious optimism follows Liz Truss resignation
Markets have hinted at a brighter future as the PM steps down but the race to replace her is just getting started