Weekly outlook: Ocado at risk of relegation to FTSE 250
Key events for UK wealth managers for the week starting 29 May
Us
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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
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Tech firms take a toll on US earnings season
‘Weak outlooks from prominent bell-weather companies are a red flag that should not be ignored’
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What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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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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What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
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Is surprise uptick in US consumer confidence a false dawn?
Lower gas prices put small spring in consumers’ steps in August but weaker jobs growth could force households to rein in spending
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Federated Hermes and Fidelity among firms rapped over ‘anti-ESG’ group links
Sponsors of the group are accused of supporting climate denial
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Is US Inflation Reduction Act a damp squib?
Ambitious measures seek long-term improvements but risk doing little to alleviate the immediate problems
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US investors buoy Lindsell Train Limited as flows into UK-based funds shrivel
North American sourced FUM makes up 11% of boutique’s total compared to 6.5% a year ago
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Fiercely burning or slowly simmering? US and Europe’s contrasting economic recoveries
US economy is recovering rapidly while Europe is taking longer, but what does that mean for investors?