Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
macro
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Macro matters: German debt debate
As politicians and economists call for fiscal reform ahead of Germany’s federal election, PA asks what policy change might look like and what impact it could have for the wider eurozone market
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ECB cuts interest rates to 2.75% as central banks diverge
Follows the Federal Reserve’s decision to hold the Fed Funds rate at 4.25-4.5%
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Bank of Japan raises interest rates to 0.5%
Core inflation rose 3% in December, compared to the previous year
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Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
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Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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Square Mile’s Fund Selector: Japan funds to watch
Square Mile’s Ajay Vaid checks out the top performers and compelling newcomers
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Nedgroup’s Landecker: Investors can’t ignore macro anymore
Not factoring in geopolitics is ‘madness’ and leads investors into ‘mine fields they should have known existed’
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Macro matters: Made in Mexico
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage