Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
Morningstar’s Mike Coop talks equity and bond forecasts for 2024
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
Relations between China and the US remain strained
China investors watch on with growing concern as the world’s second-largest economy slips into deflation and the hoped-for stimulus remains elusive
Exciting opportunities if you look beyond the ‘ESG backlash’ in the US
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
Chief economist says recession risks are higher than markets are pricing in
Global wealth predicted to rise by 38% over four years