Will the ‘year of the snake’ be prosperous for investors in Chinese stocks?
The return of Donald Trump to the White House complicates the picture
China
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Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
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Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
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BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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Fairview’s Yearsley: China becomes ‘story of September’
Top 44 best performing funds all China
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Chinese markets soar following announcement of ‘aggressive’ stimulus package
People’s Bank of China has announced measures to guide growth back to its 5% target
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Trium: Why geopolitics will keep pushing gold prices higher
The gold rally shows no signs of slowing as banks around the globe continue to ramp up buying, writes Tom Roderick
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Quilter: Fund groups expect Labour’s policies to enhance economic growth
Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
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AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
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Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities