What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
GameStop ‘activists’ were able to make a usually efficient market stray far from its fundamentals
Dividend-hungry investors are turning to global equity income, sparking something of a renaissance for the unloved sector
Valuation gulf between growth and value stocks is still twice as wide as its average since 2003
It has been oversold to the point where some tech now looks particularly attractive
Where comfort was once coveted, shiny marketing campaigns, star managers and emerging investment themes took over
Real assets can offer genuine diversification benefits as investors seek to shelter portfolios from the shrinking real value of dividend income streams
Search for ESG alpha reminiscent of chemists of bygone ages hunting for phlogiston and aether
It’s not just about historical correlations or equities and bonds
The chairman of the insignificantly-sized investment company Kermitted Asset Management realises the answer to ESG investors’ inability to speak the same language has been staring them in the face all along
With the implementation period clock ticking, it is an opportunity for professional investors to think about their role in delivering good outcomes
‘While assets have continued to trickle out of the EM bond market, we see no signs of panic’ writes Pinebridge’s Steven Oh