Covid no longer biggest stock market threat
As more managers expect a ‘V’ shaped recovery
Author: Adam Lewis
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Are recent leverage scandals blips or an emerging trend?
Investors should be cautious but not fearful
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What is driving the reflationary spike?
And which assets will be most affected?
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Are emerging markets the answer to low yields?
They could be a potential source of income ‘where many assets have stretched valuations and tight spreads’
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What does industry want from green gilts?
The Investment Association outlines 10 key features
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How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’
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Pimfa welcomes FCA consultation on permanent change to 10% rule
Brexit allows UK to ‘discard’ some guidelines ‘which firms may consider cumbersome or unnecessary’
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Only LatAm is cheaper than the UK for investors right now
But Brexit is now a reality – not a risk – so that discount could be set to shrink, says Waverton CIO
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European value stocks on the ascendency
Airlines, energy, banks and insurance the strongest performers of the past four months
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UK equities ready to shift out of neutral
If covid-19 cases keep falling, and buoyed by attractive valuations, the UK will look more investable
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Is ESG growth set to slow as we emerge from the pandemic?
‘Areas such as oils and miners are starting to perform strongly’ says AJ Bell head of active portfolios
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Tech rally stumble forces investor rethink
Is now the time to sell out of Amazon, Google, Facebook and Netflix?