The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in
Analysis
-
-
Director pay to dominate asset manager voting at AGMs
‘Corporates can no longer depend on shareholder apathy to have company business waved through once a year’
-
Sub-£100m investment trusts risk withering on the vine
As shareholders and managers question viability of small, illiquid strategies
-
Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
-
Emerging markets: beyond banks, booze and holes in the ground
China’s re-opening is good news for investors, but so is pragmatic supply chain diversification to other EMs
-
Square Mile: UK small caps to watch
Top performers and compelling newcomers in the spotlight
-
Corporate bonds – high yield or investment grade?
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double
-
Food fight: Is the UK sleepwalking into a food supply crisis?
Climate change, supply chain difficulties, rising inflation and the war in Ukraine make for a perfect recipe for disaster
-
Income seekers should not ignore small-cap contenders
Last year’s de-rating ‘has presented us all with a much larger universe of potential companies’, says one manager
-
UK investors ponder a small-cap comeback
But good news/bad news economic data muddies the waters
-
Tax breaks add lustre to increasingly popular VCTs
But history shows changes to the rate of relief can have a huge impact and a budget is scheduled for next month
-
Can property trusts replicate the 2009 discount-to-premium rebound?
Or will the returns now on offer from cash prove too tempting for investors seeking some safety?
