Amundi CIO Vincent Mortier on tariffs: ‘There are always winners and losers…but the losers outweigh the winners’
Amundi CIO discusses the potential impact of the upcoming US election on markets
Macro Views
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BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Tough fiscal reality awaits the next government, says Columbia Threadneedle’s Bell
CT chief economist says the outlook for budget finances is ‘distinctly gloomy’
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‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered
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Morningstar’s Preskett: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
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CCLA’s head of investments: Why 2024 is best-suited to quality stocks
Market conditions are unstable despite falling inflation, writes Charlotte Ryland
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UK retail sales: December decline shows economy ‘is not out of the woods’
Volumes fell 3.2% in December despite expectations of a minor 0.3% decline
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Nine investment experts on three key topics: How investors should be allocating in 2024
Market experts shed light on what investors can expect from 2024
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Inflation upside surprise a ‘bitter pill to swallow’ for BoE
Tobacco and alcohol prices contributed to the 0.1% increase on November’s 3.9% CPI figure
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‘Unsustainable’ US debt: Could the Fed consider cutting interest rates?
Democrats and Republicans may have agreed on a spending deal, but experts still warn of ‘unsustainable’ levels of debt
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Saxo CEO hits out at monetary policy ‘wrecking ball’
He has been reflecting on a ‘highly damaging era’