Are US equities overvalued, or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
Analysis
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Consolidation, overcrowding and widening discounts: Do investment trust boards need to step up?
Given the Home Reit saga and TLEI’s suspended shares, PA looks at governance concerns in the investment trust space
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Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
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Battle of the banks: Should investors turn to challengers or stick with incumbents?
Several fund managers debate the merits of investing in the ‘Big Five’ lenders amid a busy month for the sector
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Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
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Digital infrastructure trusts: Tapping into the fourth industrial revolution
Where are the best opportunities in the digital infrastructure space?
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A deep dive into the most popular investment trusts of H1 2023
Why UK equity income trusts are proving more popular than their open-ended counterparts
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How ‘sticky’ will inflation really be?
The UK economy is entering a critical period
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Cash is king – but not how you might think
Macro conditions could help UK stocks recover versus peers
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Is there life in UK consumer stocks?
Retail sales ‘continue to defy doom-mongers’ despite cost-of-living crisis
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Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
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Family offices eyeing increased equities allocations after flight from risk
UBS report sheds light on high-net-worth sentiment
