In defence of ‘sub-scale’ investment trusts
There are several trusts with brighter prospects than their diminutive size suggests
Analysis
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‘Wide pricing discrepancies’ and PE cash accelerating industry consolidation
Are the likes of Brooks Macdonald and Quilter next?
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Is the dominance of growth stocks a case of style over substance?
The MSCI World Growth index has beaten its Value counterpart by 14%
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Markets have no margin for error as US debt ceiling wrangle rolls on
A default remains very unlikely but there are no signs of a deal yet
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Home REIT saga raises doubt over the viability of investing in social housing
The aim of such investments is laudable, but is the risk too high?
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Is ‘capital tourism’ an opportunity or a threat for investors?
Non-specialist investors flooding into and out of the latest fashionable investment idea can be as much an opportunity as a threat
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US equities investors betting on a ‘soft landing’ could be in trouble
Markets may be pricing in an overly-optimistic scenario
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Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm
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Are UK mid caps still a prime hunting ground for stock pickers?
Despite returning less than their large-cap peers in recent times, the scene may be set for mid caps to outperform
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Will global equity income funds be outshone by their tech-heavy counterparts again?
With a Fed pivot approaching, the sector may soon face strong headwinds
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Frontier markets’ inefficiency raises risk levels but big rewards are available to smart investors
A lack of overseas awareness and analyst coverage can play into the hands of specialist fund managers and their underlying investors
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Investors have their work cut out in finding the real AI opportunities amid the hype
Research found investment in the technology has grown 150% since 2019 to nearly $180bn
