Is surprise uptick in US consumer confidence a false dawn?
Lower gas prices put small spring in consumers’ steps in August but weaker jobs growth could force households to rein in spending
Analysis
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Passive funds more resilient than active rivals as investors prioritise cost and agility
Clear preference for trackers in Global, UK All Companies and Sterling Corporate Bond sectors
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Beyond Jackson Hole: What will the Fed do now?
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
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Worst is yet to come as Fed pursues price stability at all costs
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
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Investment trust IPOs on ice as deep NAV discounts weigh on incumbents
Fundraise activity has all but vanished this year after a strong showing in 2021 – so when will it come back?
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Can oil and gas giants sustain bumper dividend payouts?
Fossil fuels are being shunned by investors, but record payouts mean sector could still worth adding to portfolios
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What did Q2 earnings season tell us about the economy?
Sceptics warn better-than-expected numbers do not reflect inflationary pressures
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Square Mile: Sterling strategic bond funds to watch
Top performers and compelling newcomers in the spotlight
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Which nine US sustainable funds have posted positive returns this year?
Majority of top performers fall into Morningstar’s clean energy category
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Equity income managers shrug off ‘Armageddon’ UK recession fears and dive into mid-caps
Companies have less balance sheet risk than they did heading into the GFC
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Is US Inflation Reduction Act a damp squib?
Ambitious measures seek long-term improvements but risk doing little to alleviate the immediate problems
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US recession outlook mixed as good inflation news raises more questions than answers
Peak inflation may have passed but it remains significantly above its 2% target
