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
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Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
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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
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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