Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull
Analysis
-
-
Not owning the UK could become a problem
Recent performance marks a notable change in fortunes for the unloved market
-
Debate grows over how long rotation away from growth will last
Some argue that it is just profit taking; while other say, like inflation, it will linger longer than expected
-
Rising rates bolster European small caps
‘Indescriminate sell-off provides opportunity to buy into some high-quality growth companies at cheaper valuations than six months ago’
-
Demand triggers rapid overhaul of ESG consultancy space
Rising number of corporates seeking expert ESG help has led to soaring acquisitions and creation of specialised sustainability teams
-
Dirt cheap UK companies lure activist investors
Unilever and Vodafone among UK plc that have been targeted by billion dollar hedge funds bent on reform
-
Did investment trusts deliver enough consolidation in 2021?
Over £700m in deals produced a record year, but some say more mergers need to take place
-
Investor confidence plummets as Ukraine crisis heats up
‘The crawl towards reduced dependency on Russian fossil fuels needs a sharp kick up the backside’
-
Eyewatering Chrysalis performance fee throws investment trust charges in the spotlight
Excluding VCTs – 96 out of 240 investment companies still charge performance fees
-
UK unicorns stuck in a finance and pharma rut
That said, ‘good investors are not seeking mythical creatures, they want to support the growth of thoroughbreds’
-
Asset managers struggle to retain ESG experts amid soaring salaries
Recruitment crisis for veteran ESGs firms and those new to the field
-
ECB ‘falling behind the curve’ as it leaves rates and QE untouched
BoE and Federal Reserve have both begun process of tightening as inflation runs rampant
