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
macro
-
-
Macro matters: Oil change
The Middle East has surged ahead with its diversification away from oil exports and is investing heavily in a long-term, more sustainable economy, which is making it all the more attractive to foreign investors
-
Macro matters: What does the future hold for money markets?
As central banks gear up to begin cutting interest rates, commentators discuss what’s in store for money markets
-
Generation Next with SJP’s Jenny Chae: An eye on the future
St James’s Place portfolio strategies manager shares what led her to a career in the investment sector
-
China funds top performance in February with average 9% returns
Seven of top-ten returning funds belong to China
-
Generation Next with Gresham House’s Herlihy: ‘People are paramount’
Gresham House associate director, public equity, on bringing a ‘human-centric’ lens to finance and an initiative to develop the female fund managers of the future
-
Five macro views on five regions: What will the elections mean for investors?
Nations representing half of global GDP are holding elections this year – how will markets be affected?
-
Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
-
AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000
-
AJ Bell’s Mould: Five investment themes to watch in 2024
Mould has drawn up a shortlist of the factors that could come into play
-
EU inflation slides to brink of target at 2.4%
Dip greater than consensus forecasts of 2.7%
-
‘The pivot has finally come’: Industry reacts to Fed rate hold and Powell’s dovish tone
Markets are pricing in multiple rate cuts in 2024