Q&A with Mercantile’s Guy Anderson: Consumer stocks could lead a UK equity comeback
The Mercantile Investment Trust portfolio manager answers our questions
The Mercantile Investment Trust portfolio manager answers our questions
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future of asset management will look like
Digitalisation has underpinned the growth of the world’s most populous nation
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate
Greg Jones discusses achieving the best balance between sustainability and investment freedom, avoiding crowded trades and keeping it simple
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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
Is the narrow performance of US tech giants desirable or sustainable?
The risk of a UK recession and an ‘outright fall’ in inflation is growing
Uzo Ekwue, co-manager of Schroders British Opportunities, backs small-cap public and private equities in the UK
Analysts from German asset manager DWS made a bold prediction
Expect to see exponential growth from what is still a low base in AI