Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
Author: Cherry Reynard
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Interest rates: Tough decisions ahead for central banks
Will the Federal Reserve and Bank of England agree to more interest rate cuts when they meet again this week?
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Turning point: Have growth stocks finally had their day?
However, growth versus value argument is not as clear cut as it once was
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Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
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Have rate cut expectations already gone too far?
Investors have been piling into fixed income
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How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
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Financial markets digest French election result
Potential for broader political instability across Europe
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry predicts effect of Labour majority on UK equities and gilts
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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
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Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?