FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
Oil
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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
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PA Fund Manager Profile: Stonehage Fleming’s Gerrit Smit on why data is the new oil
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
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Mirabaud Wealth Management’s Paul Whelan: Lifelong learning
The manager discusses putting ESG concerns front and centre of investment and the ‘ongoing education piece’ on both sides of the client/adviser relationship
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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
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Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Total payouts down 0.9% to $421.9bn (£338bn)
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder
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Impact investing: The power of positive thought
Pictet Positive Change manager Evgenia Molotova and her team look to identify companies with the skill, balance sheet and will to change
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Is it time to buy the dip in commodities markets?
Some investors see opportunity amid the volatility
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Energy sector powers global dividends to record $1.56trn
But growth likely to slow this year due to inflation and geopolitical risks
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Dividend growth to slow after bumper 2022
Companies forked out more than £47bn as buyback schemes kicked into high gear
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Is it time to bring fossil fuels in from the cold?
Argonaut’s Barry Norris on why he is investing in a fossil fuel future, while Blackrock’s Mark Hume explains why energy prices are likely to remain elevated
