The Week
The Week: Trussonomics three years on
The UK’s ill-fated flirtation with Trussonomics should stay front of mind for policymakers ahead of the Budget.
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Government bonds: the end of the shock absorber
Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Ninety One’s...
Market view: Fidelity International Q4 investment outlook: broader is better
Markets are back in risk-on mode, but investors should be selective in their portfolio construction. Best now to carry a broad basket of assets.
Market view: UK smaller companies: feeling supersonic
Don’t look back in anger, says Aberdeen Investments – it may be worth considering an allocation to UK small caps now.
Guess who’s beating the Magnificent Seven?
If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.
The age of resilience: outperformers must first be survivors
Scottish Mortgage’s Tom Slater on the lesson from turbulent times.
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