Flight to safety: What are the prospects for traditional ‘safe havens’?
Following equity and bond market volatility in April, what are the prospects for traditional ‘safe haven’ assets?
Analysis
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Square Mile’s fund selector: IA Sterling High Yield
Henry Wix-Pollard, investment research associate at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Scottish Mortgage’s Slater: AI is in demand – but it needs to be dirt cheap
Leading US software is too expensive to be adopted universally, but Chinese disruptors could meet that demand more affordably
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Waiting game for Japanese small caps
Japan’s smaller companies could undergo a surge similar to that of its large-cap peers in recent years, but a weak yen is holding the overdue rally at bay
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Embodied AI: The race to build robots that think, move – and earn
But what are the risks and opportunities for investors in this new technological space?
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process,, enhancing compliance efforts and improving marketing and lead generation
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Hidden gems: Three below-radar funds in the IA UK All Companies
Spotlight on the small funds that are flying above market returns but below investors’ radars
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The US funds that lost the most from Trump’s tariffs
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
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The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
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How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
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Will healthcare be the next big opportunity as PM unveils sweeping reforms?
Benefits for businesses that manage primary care products
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?