Testing the water: Engagement is evolving
While data is still limited, fund managers’ engagement on water risk is evolving
Analysis
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Could the UK small-cap revival be a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Macro matters: Made in Mexico
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
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Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Small caps: Stamping out Stamp Duty
Small-cap managers claim lifting the 0.5% tax – from which AIM shares are already exempt – could be a vital step towards kickstarting the UK’s ailing stockmarket
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Macro matters: Oil change
The Middle East has surged ahead with its diversification away from oil exports and is investing heavily in a long-term, more sustainable economy, which is making it all the more attractive to foreign investors
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
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Hidden gems: Three below-radar funds in the IA Global Equity Income sector
Spotlight on the tiny IA Global Equity Income funds that are flying above market returns but below investors’ radars
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
