Generation Next with Imogen Millington: A pathway to value
Sarasin & Partners portfolio manager and UK equity analyst discusses value of small caps
Viewpoints
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Are high yield investors in for a bumpy ride?
High yield bonds had a strong 2023 but the cracks are starting to show, writes FundCalibre’s Darius McDermott
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Four reasons to challenge UK equity market pessimism
Pessimism is rife in the UK, but Man Group’s Henry Dixon and Jack Barrat say it is worth challenging that widely-held mindset
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View from the top: Jane Nicholls on aligning the ’wheel
Redwheel’s head of business development
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Fidelity’s Price: Japan’s overlooked potential
Nicholas Price argues that Japan equity valuations are still undemanding
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BlackRock’s Brinkmann: Latin America and the changing world order
The world is diverging, and Latin American may be able to take advantage
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JP Morgan’s Elliott: Lifting the lid on share buybacks
Record-high share buybacks have failed to stem widening discounts
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Beneath the bonnet: The case for L’Oréal, Salesforce and LVMH
Three fund managers share stocks that are making a difference
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RBC Brewin Dolphin: Will the year of the dragon bring good fortune for China?
2024 is likely to be another uphill battle for China, writes Janet Mui
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AllianceBernstein: Investors are getting ahead of themselves about healthcare
Antidiabetic drugs such as Ozempic have markets excited about healthcare, but AllianceBernstein’s Vinay Thapar calls for caution amongst the hype
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LGIM’s Crossley: The industry must do more for social mobility
Social mobility is often missing from the diversity debate, writes LGIM’s James Crossley
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Interactive Investor: The myth of the ‘typical’ female retail investor
To mark International Women’s Day, Interactive Investor’s Camilla Esmund explores whether the assumptions made about female investors are helpful or a hinderance