What to make of high yield’s time in the sun
There are signs of problems for the asset class
Analysis
-
-
Re-examining relative versus absolute returns
Choosing the right comparator is crucial
-
Is there still life in commercial property?
The troubled sector has stabilised
-
How to tap into the AI boom via investment trusts
You can’t invest directly in Chat GPT but there are plenty of ways to play the emerging trend
-
Which emerging markets are winners and losers from deglobalisation?
Geopolitics and shifting supply chains are changing the landscape
-
In defence of ‘sub-scale’ investment trusts
There are several trusts with brighter prospects than their diminutive size suggests
-
‘Wide pricing discrepancies’ and PE cash accelerating industry consolidation
Are the likes of Brooks Macdonald and Quilter next?
-
Is the dominance of growth stocks a case of style over substance?
The MSCI World Growth index has beaten its Value counterpart by 14%
-
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
-
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?
-
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
-
US equities investors betting on a ‘soft landing’ could be in trouble
Markets may be pricing in an overly-optimistic scenario
