Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
Analysis
-
-
Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
-
Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
-
Analysis: Is fixed income too expensive?
Concerns have started to emerge on valuations
-
Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
-
Analysis: Should investors care about the US election?
As the US presidential election gets ever closer, investors are warned to strap in for a bumpy ride
-
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
-
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?
-
Head to head: Pedal to the metal
This month, Ned Naylor-Leyland of Jupiter and Orbis Investments’ Alec Cutler go head to head on gold exposure
-
Turning point: Have growth stocks finally had their day?
However, growth versus value argument is not as clear cut as it once was
-
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
-
Have rate cut expectations already gone too far?
Investors have been piling into fixed income