Weekly outlook: UK inflation figures and L&G reports
Key events for UK wealth managers for the week starting 14 August
Macroeconomics
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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?
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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
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Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
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Digital infrastructure trusts: Tapping into the fourth industrial revolution
Where are the best opportunities in the digital infrastructure space?
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Two thirds of professional investors think macro investing now ‘more relevant’
Fulcrum Asset Management quizzed 205 UK and US participants
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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
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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
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Artemis’s Dodd and Kumar: Why we expect strong returns from UK stocks
Co-managers of the £101m Artemis Alpha Trust explain their positive outlook on UK opportunities
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CIO Philipp Bärtschi: Why we are overweight alternatives and gold
Philipp Bärtschi discusses where he is seeking opportunities across asset classes
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Bank of England: UK banks well protected from interest rate hikes
The BoE’s Financial Stability Report warns that market-based finance sector remains ‘vulnerable’
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Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase