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
Analysis
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How to pick the winners of the global supply chain crunch
‘Location is becoming just as important as manufacturing efficiency’
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Has the tech sell-off gone too far?
Share price falls have started to look indiscriminate though valuations are still notably higher than average
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Are Chinese and Japanese equities poised for a turnaround?
Significantly divergent monetary policies could give them an edge over western economies
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Investors risk being wrong-footed as bond allocations slump to pre-Lehman crisis levels
‘Effectively 14 years of previous bond overweights have been already erased’
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Inverted yield curve muddies recession outlook
But equity investors should not be running for cover just yet
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Should investors prep for rerun of 1970’s-style stagflation?
Last week’s US Treasury yield curve inversion signals possible recession amid oil price shock
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IPCC: New fossil fuel investments must be stranded for 1.5°C world
UN secretary-general Antonio Guterres calls latest report a ‘file of shame’ cataloguing ’empty pledges’
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Markets ‘not out of the woods yet’ despite shrugging off Ukraine crisis and rate rises
Analysts have yet to revise earnings estimates to factor in impact of Russian invasion and greater inflationary pressures
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Disastrous Deliveroo float continues to haunt the IPO market one year on
Moonpig, Wise and Darktrace have seen their shares skid after listing to much fanfare
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Horrible 2022 sees China investors hit a fork in the road
Current valuations make long-term growth story appealing but could also signal its time investors cut their losses
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How have GEM funds held up one month on from Russian invasion of Ukraine?
Handful of vehicles down over 10% from 24 February
