UK fund buyers pin hopes on Japan to ride the Covid recovery wave
50% of UK fund buyers said they plan on upping their exposure to Japanese equities and none were looking to sell out
Analysis
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Why investors looking at absolute return could be ahead of the game
Square Mile research has found a surprising renewal of interest in the long-suffering IA Targeted Absolute Return sector
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How asset managers can help Nasdaq champion diversity and inclusion
But establishing a quota system does not automatically lead to overall change in listed companies
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Value rally set to run further as economic bounce-back becomes consensus trade
Investors should expect the ‘vast chasm’ between value and growth to close further
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Reflation trade has made corporate bonds a tough place to invest
Last year’s once-in-a-lifetime buying opportunity becomes a distant memory as credit and high yield now offer little value
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How challenging will it be for Mark Barnett to reinvent himself after Woodford fallout?
Mark Barnett joins Tellworth Investments with a cloud of poor performance, redemptions and ties to Neil Woodford over his head
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The bulls in China’s shop: the Asian economies taking a slice out of China
‘The policy environment is supportive of a recovery in corporate profitability across many parts of Asia that have lagged for a long time’
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Does emerging market debt solve income seekers’ low yield problem?
EM debt could be a source of income ‘where many assets have stretched valuations and tight spreads’
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Is the UK really emerging from the investment wilderness?
Investors herald new era but distinguishing between true value opportunities and value traps remains crucial
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How badly will Europe’s third wave stymie its recovery?
Euro Stoxx 50 has outpaced the S&P 500 and FTSE All Share over the last month
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Investors deliver post-mortem on Deliveroo’s IPO flop
Timing at the top of the tech boom and punchy valuation may have dented interest alongside food delivery firm’s questionable employment practices
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Liquidity concerns drag on real asset inflation hedge hopes
A number of pension fund managers have complained the illiquidity premium no longer exists
