Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
Matthew Spencer has been named as his successor
Spotlight on the small funds that are flying above market returns but below investors’ radars
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
Orbis OEIC Global Cautious fund and the Schroder Global Multi Asset Portfolio
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
Orbis Global Balanced also among the seven new ratings
Orbis Global Equity, Global Balanced, and Global Cautious strategies
Top performers and compelling newcomers in the spotlight