Will deflationary pressures stretch beyond China?
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact
Macroeconomics
-
-
Antipodes Partners: How troubled China is changing tact to take trade market share
Antipodes’ Alison Savas discusses where she is finding opportunities within Chinese equities despite multiple headwinds
-
Newton CIO Mitesh Sheth MBE: Why ‘the new regime’ makes inclusivity more urgent than ever
Sheth MBE explains why he ‘runs portfolios of people, not money’
-
Morningstar’s Coop: How do deal with the unforecastable in portfolios
Morningstar’s Mike Coop discusses ‘disappointingly and puzzling poor’ forecasting in the industry
-
Weekly outlook: UK inflation figures and L&G reports
Key events for UK wealth managers for the week starting 14 August
-
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
-
A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corné van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan
-
Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
-
Digital infrastructure trusts: Tapping into the fourth industrial revolution
Where are the best opportunities in the digital infrastructure space?
-
Two thirds of professional investors think macro investing now ‘more relevant’
Fulcrum Asset Management quizzed 205 UK and US participants
-
Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
-
Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager
