PA Fund Manager Profile: Baillie Gifford’s Gibson prepares for new era of US growth
A reset in higher-growth companies and the addition of private equities promises better times ahead for the US Growth Trust, says Baillie Gifford’s Kirsty Gibson
Viewpoints
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What 2024’s year of the election means for investors
As international relations become increasingly adversarial, a change in leader could bring about welcome and unwelcome consequences, writes Darius McDermott
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Five macro views on five regions: What will the elections mean for investors?
Nations representing half of global GDP are holding elections this year – how will markets be affected?
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Quentin Macfarlane: Why patience is key in the hunt for investment success
Patience should help not just with the accumulation of wealth but with the preservation of capital too
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A Letter From… Fund Selector Asia: Chinese equities still floundering
Fund Selector Asia’s Rupert Walker reports on-the-ground views from Hong Kong
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Morningstar’s Preskett: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
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Asset managers are stabilising after the perfect storm
Firms are being hit by ever-increasing costs, but there are some signs of smoother sailing ahead, writes Hugh Elwes
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Octopus CEO: The top five investment themes to look out for in 2024
Nascent opportunities in the alternatives world could become mainstream this year
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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View from the top with BNY Mellon’s Matt Oomen
BNY Mellon IM’s global head of distribution discusses the constantly evolving relationship between adviser and asset manager, providing additional value and what success can look like
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Macro matters: The trouble with Trump
As the shadow of Donald Trump looms large over the 2024 US election, how can investors navigate the added market volatility that often accompanies the race to the White House?
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?