Big trouble in China
China investors watch on with growing concern as the world’s second-largest economy slips into deflation and the hoped-for stimulus remains elusive
Us
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Generation next: The future of responsible investing
Exciting opportunities if you look beyond the ‘ESG backlash’ in the US
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Hugh Grieves: The quiet American
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
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
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US inflation reaction: Hiking cycle could end despite 20bps increase in July
3.2% figure was lower than predicted
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Investor reaction: US credit downgrade ‘purely political’
Fitch lowered US credit rating to AA+ from AAA following repeated debt ceiling crises
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Balance of power: Getting ‘energy transition’ right
Schroder’s Mark Lacey discusses how he looks to provide investors with a more balanced exposure to the global shift away from fossil fuels
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Debt ceiling bill prompts relief rally but comes with a long-term impact
The legislation raises the borrowing limit until January 2025
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Weekly outlook: Ocado at risk of relegation to FTSE 250
Key events for UK wealth managers for the week starting 29 May
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2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023