Re-examining relative versus absolute returns
Choosing the right comparator is crucial
Analysis
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Is there still life in commercial property?
The troubled sector has stabilised
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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
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Which emerging markets are winners and losers from deglobalisation?
Geopolitics and shifting supply chains are changing the landscape
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In defence of ‘sub-scale’ investment trusts
There are several trusts with brighter prospects than their diminutive size suggests
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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