Trump tariffs loom large over US small caps
A renewed bout of inflation from tariffs could diminish any hopes of a resurgence in US small caps
US Federal Reserve
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Square Mile’s fund selector: IA UK All Companies
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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US bond market to ‘stay under pressure’ as US Federal Reserve holds rates
The decision to hold interest rates at 4.25-4.5% comes one week after US President Trump demanded a rate cut
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Track to the Future – with William Blair’s Tom Ross
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Four views: Is it business as usual for fixed income?
Portfolio Adviser asks four experts if fixed income is returning to its more traditional role in portfolios as inflation risk falls
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Weekly Outlook: Fed interest rate decision and Next first-half results
Key events for wealth managers in the week beginning 16 September
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Ark Invest’s Cathie Wood: August’s key volatility drivers and which stocks will benefit
‘Disruptive innovation’ stocks will be turbulent but are set to outperform, according to the CIO
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
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Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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All eyes on wage growth for 2024: Investors react to split vote and ‘hawkish tone’ from the Bank of England
Markets are still expecting the Bank to strike a more dovish tone in 2024
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Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in