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
Viewpoint
-
-
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
-
Rathbones: Prepare for the unexpected when America votes
The two candidates offer starkly different routes for the US equity market, says Oliver Jones
-
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
-
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
-
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
-
Artemis: Emerging markets’ growing appetite for reform
Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf
-
Square Mile: US funds steering clear of concentration and political risk
High returns in the US have investors excited, but its highly-concentrated and politically volatile nature have them nervous, writes Ajay Vaid
-
FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
-
Morningstar: Digging deeper for more meaningful investment goals
Investors rarely know their own goals – understanding them on a deeper level helps long-term planning, writes Ryan O. Murphy
-
Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
-
Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder