Will the thriving US economy have an ‘inflationary sting in its tail’?
The pace of US consumer spending may cease to continue over the medium-to-long term
Analysis
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MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
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Central bank divergence: Have the gains been made in Latin America?
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.
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PA ANALYSIS: The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stockmarket performance?
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September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles
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Is the reputation of private equity trusts finally on the turn?
The trusts have seen a considerable bounce over the last three months
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EFG’s Moz Afzal on the ‘gift’ of China’s slowdown and the rise of the machines
Global CIO discusses the three factors informing the firm’s US allocation strategy
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To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
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Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending
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A year on from the mini-budget, has investor confidence in the UK been restored?
Brighter times could be on the horizon for the home market
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‘Even three years ago we couldn’t launch it’: Asset managers explain why now for green bond funds
Issuance, regulatory support and hopes for an end to rising interest rates are fostering a helpful environment, writes Laura Miller
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Japanese trusts: Is it dangerous to believe ‘this time it is different’?
Japan has been more ‘Land of the False Dawn’ than ‘Land of the Rising Sun’ for investors over the past 30 years