Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
Author: Cherry Reynard
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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Will inflation fall enough for ‘year of the bond’?
Are there longer-term risks to the seemingly benign inflation picture?