abrdn: Asian tech giants were paying dividends long before the US caught on
Companies such as TenCent, Samsung and TSMC were returning value to shareholders before the likes of Alphabet, says Yoojeong Oh
Viewpoint
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Free Spirit: Things can only get better for the UK
Pension fund allocations to the UK are dwindling, but David Beggs says Labour could reinvigorate domestic investment
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Generation next with RBC Bluebay AM’s James Bailey: ‘Being right is not enough’
The portfolio manager on the next phase of the global economy, how skilled managers can get an edge on the machines and the danger of following the crowd
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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Discounting net zero: Investment trust sector ‘re-embracing’ ESG values
JTC Groups’ Simon Gordon explains how the renewables trust sector is showing signs of recovery
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View from the top with SJP’s Justin Onuekwusi: It’s important to be a good communicator
St James’s Place CIO has set about achieving the primary goal of good client outcomes through a relentless focus on transparency, advocacy and clear communication
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Morningstar: Will Labour make the UK more attractive to asset allocators?
The UK has been out of favour for quite some time, but Michael Born says Labour is making investors more optimistic
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Mid Wynd: Is now the rare occasion where timing the market makes sense?
Many high-quality businesses offer a striking buy opportunity that could prove to be short-lived, writes Stephen Tong
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Rathbones: Prepare for the unexpected when America votes
The two candidates offer starkly different routes for the US equity market, says Oliver Jones
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Square Mile: The fund trends driving 2024
The dominance of passive funds shows no signs of stopping, nor do the outflows from UK funds, according to Diane Earnshaw
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AXA’s Iggo: Why the US will keep outperforming
It would be unwise to bet against the US market’s continued dominance, writes Chris Iggo
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Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton