GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
Viewpoints
-
-
UK equities: Dinosaurs or desirable?
Darius McDermott and Martin Walker discuss whether investors are right to be spurning their domestic market as they leave the UK All Companies sector in droves
-
FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
-
Economist Trevor Williams: ‘Only a matter of time’ before central banks start cutting rates
The risk of a UK recession and an ‘outright fall’ in inflation is growing
-
Schroders’ Ekwue: Smaller companies are coming out of the wilderness
Uzo Ekwue, co-manager of Schroders British Opportunities, backs small-cap public and private equities in the UK
-
FundCalibre: Bottom and bounceback in sight for REIT investors
Analysts from German asset manager DWS made a bold prediction
-
Stonehage Fleming’s Smit: What investors need to keep watch for in Q3 earnings season
Expect to see exponential growth from what is still a low base in AI
-
Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
-
Q&A with Temple Bar’s Ian Lance: Why it’s time for value to shine
We ran some questions past Ian Lance, co-fund manager of Temple Bar Investment Trust
-
Q&A with Fidelity’s Nitin Bajaj: Contrarian opportunities in Asia
The Fidelity Asian Values portfolio manager answers our questions
-
Fifteen years on: Overreactions to short-term price movements a boon to long-term investors
Lessons from a decade and-a-half of managing funds
-
Four views: Are gilts finally back in favour?
A year after Liz Truss’s ill-fated mini-budget sent the bond market into a tailspin, experts give their view on the role gilts have to play in portfolios going forward