UK warehouse Reits sell-off looks overblown
£5.5bn Tritax Big Box was trading at a 30% premium last year but now sits at a 6% discount
Analysis
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Collapse of boring cryptocurrency makes investors nervous
Those looking to outsmart inflation might want to consider avoiding this ‘portfolio kryptonite’
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Grim headlines shake investor confidence in China
But Baillie Gifford’s Sophie Earnshaw believes there are still opportunities amid the risks
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Will active funds have an edge over passives in the next bear market?
Active managers boast about being a better option in tough times but Q1 performance has been shaky
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75bps Fed hike back on the table after April inflation miss
‘This is going to be a hiking cycle that lasts quite a while’
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Energy crisis will separate green investors from bandwagon jumpers
Most sustainable UK and global equity funds sitting on higher losses than traditional peers as tide turns against ‘growth’ stocks
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Problems mount for UK investors as global outlook darkens
Hopes that a Covid ‘war chest’ of savings will be opened to support the economy appear misplaced
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What dynamics are driving Japanese equities this year?
Unlike other developed markets, inflation remains muted at 1.2%
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Rising yields prompt investors to re-think bond allocations
But still questions over whether inflation will continue to surprise
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Will the net zero transition stifle productivity growth?
Unprecedented levels of investment required globally to cut greenhouse gas emissions by 2050
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UK equity income outlook brightens but tread carefully
The best opportunities are likely to sit outside the FTSE 100
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Equity income managers size up UK’s buyback bonanza
£33bn of FTSE 100 share buybacks in Q1 2022 has already surpassed figure for the whole of 2021