Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
Analysis
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Is the ECB ‘behind the curve’ with ‘hesitant’ interest rate cut?
Investors will likely ‘remain in the dark before each upcoming meeting’ until the end of the year, according to experts
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Amundi CIO Vincent Mortier on tariffs: ‘There are always winners and losers…but the losers outweigh the winners’
Amundi CIO discusses the potential impact of the upcoming US election on markets
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Are fixed income funds the panacea, or are they too expensive?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
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Small caps: Is it time for some UK cheer?
A world in which the UK stockmarket outperforms the US seems implausible but the global economy could be lining up for a new cycle
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‘SDR implementation is far more challenging than we ever anticipated’
Fund group representatives share their frustrations at Good Money Week
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Dynamic Planner’s Chris Jones: Invest like an Olympian
Chief product director says managing risk makes all the difference when you’re aiming for gold in your investment strategy
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Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
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Investment trusts: Retail investor take up of private equity trusts remains low
Just a small proportion of private equity trusts are owned by retail investors, despite predictions the asset class will be among the biggest earners of the next decade
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Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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CCLA’s Dame Sara Thornton: Forced labour is ‘a feature of the system’ in the UK
Weak legislation has turned the UK into ‘a dumping ground’ for slavery-linked goods and services
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JP Morgan AM’s Witherow on a ‘golden era’ for dividend growth over the next five years
JPM Global Equity Income co-manager discusses why the firm expects 7.6% annual payouts growth over the next five years