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recession
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European equities: They may be cheap, but is there reason to be cheerful?
After a difficult year for the continent, Ian Sansom of Fidelity International and Mirabaud’s Hywel Franklin explain why investors could be looking towards European equities with greater confidence
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Is the UK heading towards a recession?
Chat about the possibility of a UK recession reaches deafening levels as central banks raise rates to fight inflation. Portfolio Adviser attempts to make sense of the confusion
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‘This too shall pass’: How the industry survived a turbulent 2022
After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
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Is January’s market rally a good omen or a false dawn?
Not since 1948 has the market bottomed before a recession even got started
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How to spot the US small-cap stars
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
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Small mercies: Resilient returns within UK small cap sector
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
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Kingswood CEO: Consumer duty biggest regulatory challenge right now
‘We are facing huge societal challenges,’ warns David Lawrence
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How fund managers are preparing for an all-but-nailed-on recession
The drag of operating with heightened cash is an important consideration, says one fixed income manager
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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UK inflation comes in hot at over 10% to hit 40-year high
Stacking the odds in favour of another 50bps rate hike by the Bank of England
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Equity income managers shrug off ‘Armageddon’ UK recession fears and dive into mid-caps
Companies have less balance sheet risk than they did heading into the GFC