JP Morgan’s Elliott: Lifting the lid on share buybacks
Record-high share buybacks have failed to stem widening discounts
Viewpoints
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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
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Morningstar: How convexity can help your portfolio
Convexity can ensure investors are capturing as much upside as possible
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Generation Next with Gresham House’s Herlihy: ‘People are paramount’
Gresham House associate director, public equity, on bringing a ‘human-centric’ lens to finance and an initiative to develop the female fund managers of the future
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Is the AI hype machine losing steam?
Markets are overlooking some glaring issues with AI that could result in dire consequences, writes Philip Gottschalk
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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
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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?