Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
geopolitics
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Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
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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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Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
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Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
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Premier Miton’s Rayner: Underestimate the persistency of trends at your peril
A ‘range of dynamics’ including geopolitical conflict are in play
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Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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Square Mile: Income-related funds lose appeal
Havelock London leads for most-searched fund group and individual active fund
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Quilter WealthSelect managers highlight ‘no landing’ scenario concerns
MPS managers have paused adding to their fixed income allocation over fears sticky inflation could delay rate cuts
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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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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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IG Group: Geopolitics top concern for UK investors
Recession and inflation are still concerns, but less so than six months ago