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
recession
-
-
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
-
Jupiter AM’s head of equities: Why a recession could make small caps more resilient
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
