US trade tariffs trigger rocky ride for dollar
Capital Economics’ Neil Shearing spoke to delegates at the Portfolio Adviser Spring Congress about US trade tariffs, Europe’s stagnant economy and the outlook for inflation and interest rates
recession
-
-
Stonehage Fleming’s Gerrit Smit: How McDonald’s can shield investors from a US recession
Markets are bracing for low growth and weak cosumption – prime conditions for the chain to thrive
-
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
-
UK GDP rises in February after technical recession
Industry commentators weigh in on UK GDP growth and how it could influence interest rate decisions
-
IG Group: Geopolitics top concern for UK investors
Recession and inflation are still concerns, but less so than six months ago
-
Morningstar’s Preskett: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
-
UK slips into recession as economy contracts 0.1% in December
GDP fell 0.3% in Q4 as a whole, marking second quarter of negative growth
-
Natixis: Investors’ long-term return expectations fall to 6.3%
65% believe market volatility will increase from 2023, according to Natixis Investment Managers survey
-
UK small caps: Depressed for a reason, or at the cusp of a multi-year supercycle?
The host of headwinds battering UK smaller companies has prompted a crisis of faith among investors. Is the sector down and out or on the cusp of a supercycle?
-
Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
-
Clearbridge Investments’ Schulze: Investors are facing ‘a tough climb’ with their guards down
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
-
Is October the ‘harbinger of recession’? UK GDP falls 0.3% for the month
Investment professionals react to GDP falling by more than consensus estimates