Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
Viewpoints
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Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
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Payden & Rygel: Why Indian bonds will keep outperforming
Alexis Roach and the EMD team discuss the asset class’s tailwinds
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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Fund manager profile: Jupiter’s Adrian Gosden on why the tide is turning
A move to Jupiter in January to manage its UK equity team was fortuitous timing as investors start to reassess the value found in the UK market
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Capital Group: Finding growth beyond big tech
Attractive growth opportunities are emerging beyond the tech giants that have hogged investors’ attention, writes Chris Miles
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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Four views: Is it time to buy European equities?
Portfolio Adviser asks four experts if European equities are bouncing back considering the headwinds the region faces
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Nuveen: How private capital can protect against inflation
Wealth managers are looking for new ways to protect their portfolios against inflation as traditional assets fail, writes Harry Bush
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Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Rathbones’ Jones: The policy gap between Trump and Harris has grown
The two candidates offer very different visions for the US economy, writes Oliver Jones